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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| NC | RA | APPROVED | 2017-10-25 |
Branch Locations
13024 Ballantyne Corporate Place Suite 150, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charlotte | NC | 05/2017 | Present |
| Carolinas Healthcare System | Charlotte | NC | 11/2004 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
*389422 - Women in Networking; Investment related - Yes; Charlotte, North Carolina; Civic/Religious/Community; Referral Coordinator (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 1; After business hours: 3; Website responsibilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-25 |
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