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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-18 |
| CT | RA | APPROVED | 2018-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senji Corporation | Taipei | 09/2014 | 09/2017 | |
| Morgan Stanley | Waltham | MA | 12/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | Present |
*562102 - Citadel Holdings 15 LLC; Investment related: Yes; Waltham, Massachusetts; Rental Property; Property owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 1; passive investor. *619624 - Citadel Holdings 29 LLC; Investment Related - Yes; Cambridge, Massachusetts; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2024; During Business Hours: 0; After Business Hours: 1; Accounting/Bookkeeping, Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-24 |
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