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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| PA | RA | APPROVED | 2020-03-27 |
| VA | RA | APPROVED | 2017-02-23 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Conshohocken | PA | 12/2016 | Present |
| Robert Half Management Resources | Tysons Corner | VA | 09/2013 | 12/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | Present |
*330680- Step Afrika!; Investment related -No; Washington, District of Columbia; Art/Culture, Stepping & Dance Company; Board Member, Finance Committee, Board Reporting Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 5; Fundraising, Administrative *505808 - Bowie State University - College of Business; Investment related No; Bowie, Maryland; Public Schools; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 3 *604468 - The Westtown School - Board of Trustees - Finance Committe Clerk; Investment Related - No; West Chester, Pennsylvania; Children/Youth, Education; Board Member:Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 5; Administrative:Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-23 |
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