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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-08-01 |
| TX | RA | APPROVED_RES | 2011-02-24 |
| PA | RA | APPROVED | 2011-02-23 |
Branch Locations
1 Monroeville Center Suite 1010, Monroeville, PA 15146 • United States
520 Pellis Road, Greensburg, PA 15601 • United States
Hilton Head Island, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greensburg | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*477883 - Power of Attorney; Investment related - Yes; Latrobe, Pennsylvania; 02/2022; During business hours: 1; After business hours: 9 *502633 : Trust; Investment related : Yes; Greensburg; Pennsylvania; Trust; Trustee/Co-Trustee; 05/2022; During business hours: 0; After business hours: 1 *502568: Trust; Investment related : Yes; White; Pennsylvania; Trust; Trustee/Co-Trustee; 05/2022; During business hours: 0; After business hours: 1 *502637 - Trust; Investment related Yes; Greensburg, Pennsylvania; Trustee/Co-Trustee; 05/2022; During business hours: 0; After business hours: 1 *502639 - Trust; Investment related Yes; Greensburg, Pennsylvania; Trustee/Co-Trustee; 05/2022; During business hours: 0; After business hours: 1 *502640 - Trust; Investment related Yes; Greensburg, Pennsylvania; Trustee/Co-Trustee; 05/2022; During business hours: 0; After business hours: 1 *502641 - Trust; Investment related Yes; Pittsburgh, Pennsylvania; Trustee/Co-Trustee; 05/2022; During business hours: 0; After business hours: 1 *502642 - Trust; Investment related Yes; Pittsburgh, Pennsylvania; Trustee/Co-Trustee; 05/2022; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-23 |
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