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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-28 |
| TX | RA | APPROVED | 2023-09-12 |
| MI | RA | APPROVED | 2023-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tempe | AZ | 05/2022 | Present |
| Advanced Customer Services | Troy | MI | 09/2020 | 02/2021 |
| Studying/In School | Troy | MI | 08/2001 | 05/2021 |
| Extended Vacation | Belgrade | 05/2021 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-16 |
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