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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-03-08 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| PA | RA | APPROVED | 2011-02-23 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lancaster | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. ZETA ALUMNI CORP. VICE-PRESIDENT. 2. RENTAL PROPERTY, OWNER; START DATE: 01/2010; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; LANCASTER, PA; INVESTMENT RELATED; 3.*543105 - Howard Williard III - Farm Rental; Investment related Yes; Lititz, Pennsylvania; Agriculture, Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 0; Property Management. *343051 - Martin Luther King Jr. Memorial Sholarship Fund; Investment Related - No; Lancaster, Pennsylvania; Education, Children/Youth, Economic Assistance; Board Member, Assitant Chair of the Board(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2012; During Business Hours: 1; After Business Hours: 11; Administrative, Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-26 |
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