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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-15
NJ RA APPROVED 2024-10-28
NY RA APPROVED 2024-10-25
  • TX RA
    APPROVED
    Since 2024-11-15
  • NJ RA
    APPROVED
    Since 2024-10-28
  • NY RA
    APPROVED
    Since 2024-10-25

Branch Locations

28 State Street 26Th Floor, Boston, MA 02109 • United States

One Penn Plaza 43Rd Floor, New York, NY 10119 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 07/2017 Present
Towson Student Towson MD 06/2013 07/2017
Morgan Stanley Private Bank, N.A New York NY 02/2024 Present
  • 07/2017 → Present
    New York, NY
  • 06/2013 → 07/2017
    Towson Student
    Towson, MD
  • 02/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-25
S63 Uniform Securities Agent State Law Examination 2024-09-06
  • S65 Uniform Investment Adviser Law Examination
    2024-10-25
  • S63 Uniform Securities Agent State Law Examination
    2024-09-06

View on SEC IAPD

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