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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| ME | RA | APPROVED | 2018-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bangor | ME | 06/2009 | 04/2018 |
| Retired | Winterport | ME | 04/2018 | 09/2018 |
| Morgan Stanley | Bangor | ME | 09/2018 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-27 |
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