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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-07-16 |
| TX | RA | APPROVED_RES | 2021-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc. | Boulder | CO | 10/2016 | 02/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver | CO | 03/2018 | 06/2021 |
| Bank Of America, N.A. | Denver | CO | 07/2018 | 06/2021 |
| Morgan Stanley | Boulder | CO | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-02 |
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