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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-24 |
| CO | RA | APPROVED | 2015-08-06 |
Branch Locations
1550 Market Street Suite 600, Denver, CO 80202 • United States
Crested Butte, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Denver | CO | 07/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2015 | Present |
*517609 - Housing For Seniors, Inc.; Investment related: No; Denver, Colorado; Health and Welfare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: .0; After business hours: 2; Approving hiring of organization leadership, Strategic advice to executive director on running the organization and ensuring non-profit goals are met *533988- Crested Butte Land Trust; Investment related: No; Crested Butte, Colorado; Land Preservation; Finance Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 2; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-10 |
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