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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-06 |
| NY | RA | APPROVED | 2023-05-18 |
| CA | RA | APPROVED | 2023-03-27 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • United States
2677 North Main Street Suite 1000, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Santa Ana | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Paul Hansen Instructor; Investment related No; Instructor; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); May/2018; During business hours: 0; After business hours: 3; *571873- Self; Investment related: No; short hills, New Jersey; Recreation; Dog Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 8; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-10 |
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