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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
437 West Duke Of Gloucester Street, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Williamsburg | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*568493 - CPP WMBG Holdings; Investment related-Yes; Williamsburg, Virginia; Real Estate, Rental Property; Check signer (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 1; After business hours: 0; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-30 |
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