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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-21 |
| FL | RA | APPROVED | 2018-08-31 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2017 | 08/2017 |
| Morgan Stanley | Boca Raton | FL | 05/2018 | Present |
| Pennsylvania State University | University Park | PA | 08/2014 | 05/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | Present |
1. St. John Paul III School; Not Investment related; Boca Raton, FL; Coach; Assistant (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; Assistant Men's Lacrosse Coach 2. Florida Elite Lacrosse Club; Investment related No; Boca Raton, FL; Coach (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 8; Coaching high school lacrosse players
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-30 |
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