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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-23 |
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | New York | NY | 06/2010 | 05/2019 |
| Jpmorgan Chase Bank | New York | NY | 06/2010 | 03/2019 |
| Morgan Stanley | New York | NY | 05/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2019 | Present |
*OBI - 553764 - ECM2 Holdings LLC ; Investment related - Yes ; Croton on Hudson, New York ; Personal Holding Company ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 3 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-16 |
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