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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-09-22 |
| TX | RA | APPROVED | 2021-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Las Vegas | NV | 01/2014 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas | NV | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 09/2021 |
| Bank Of America, N.A. | Las Vegas | NV | 10/2021 | Present |
I*1291257 For profit or not for profit: Entity Charitable Name of outside business organization: Lili Claire Foundation Inc. Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 6/1/2023 Number of hours devoted: 20 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , I was told I would head either the audit committee or finance committee and be a Board Member with oversight on this non profit organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-26 |
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