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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| NM | RA | APPROVED | 2015-10-20 |
Branch Locations
150 Washington Avenue Suite 301, Santa Fe, NM 87501 • United States
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Santa Fe | NM | 01/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2015 | Present |
*OBI - 486415 - The Life Center Foundation ; Investment related - No ; Santa Fe, New Mexico ; Children/Youth ; Board Member: Other(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2022 ; During business hours : 0 ; After business hours : 10 ; Fundraising: Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-19 |
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