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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-04 |
| TX | RA | APPROVED_RES | 2020-09-04 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs | Philadephia | PA | 08/2016 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Philadephia | PA | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | Present |
* 461811 - Womens Way; Investment related No; Philadelphia, PA; Non-Profit; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Nov 2021; During business hours: 0.5; After business hours: 0; review the investment ideas brought to the investment committee and provide my opinion on them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-27 |
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