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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-15 |
| FL | RA | APPROVED | 2018-04-30 |
| IL | RA | APPROVED | 2014-11-04 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Palm Beach | FL | 10/2014 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2015 | Present |
*379196 - Donald & Ruth Taylor Family Foundation; Investment related No; Milwaukee,WI; Family Foundation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0+; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-26 |
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