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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-23 |
| CT | RA | APPROVED | 2023-01-25 |
| TX | RA | APPROVED_RES | 2020-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Wellesley | MA | 01/2009 | Present |
| Morgan Stanley Smith Barney | Wellesley | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*309276 - Cool Blue Water; Investment related - Yes; CHestnut Hill; Massachusetts; Musical Trio; Singer and Instrumentalist (proprietor, partner, officer, director, employee, trustee, agent); 05/2018; During business hours: 0; After business hours: 12;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-30 |
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