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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-05-27 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| DC | RA | APPROVED | 2017-08-07 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • 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 |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Washington | DC | 02/2005 | 05/2017 |
| Morgan Stanley | Washington | DC | 05/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-21 |
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