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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-02 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| NJ | RA | APPROVED | 2013-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Red Bank | NJ | 09/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. HOLY CROSS CATHOLIC CHURCH; Not Investment related; NON-PROFIT - RELIGIOUS; FINANCE COMMITTEE MEMBER (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 5; WILL ATTEND FOUR FINANCE MEETINGS PER YEAR 2.Diocese of Trenton; Investment related: No; Trenton, NJ; Charity / Private Foundation; Finance Council (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 0; 3. *440081 - Frictionless Enterprises LLC; Investment related - No; Grosse Pointe Farms, Michigan; Technology; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 5; After business hours: 0; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-10 |
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