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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-13 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Boston Magazine; Not investment related; Boston, MA; Private company; Contributing Editor; Start date: 11/2008; During business hours: 0; After business hours: 0 2. *418001 - Author; Investment related - Yes; Boston, Massachusetts; Author, writing books and articles; Author (proprietor, partner, officer, director, employee, trustee, agent); 01/1965; During business hours: 0; After business hours: 10; Writing books and articles
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-04 |
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