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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-08-31 |
| TX | RA | APPROVED_RES | 2020-02-24 |
| WA | RA | APPROVED | 2014-02-26 |
Branch Locations
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
Scottsdale, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kirkland | WA | 02/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-12 |
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