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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-26 |
| NJ | RA | APPROVED | 2015-07-07 |
| TX | RA | APPROVED_RES | 2015-06-25 |
Branch Locations
150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • 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 | Short Hills | NJ | 06/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2015 | Present |
1. Law fare project; Not Investment related; New York, NY; Charity / Private Foundation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Dec 2017; During business hours: 0; After business hours: 1; Help to set up for meetings at Synagogues, Churches, JCC etc. *405036 - Friars Club; Investment related No; New York, NY; Fraternal Organization; Board of Govenors (proprietor, partner, officer, director, employee, trustee, agent); August 2020; During business hours: 2; After business hours: 18; Business Development/Growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-22 |
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