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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| CT | RA | APPROVED | 2017-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Kingston | NY | 05/2017 | Present |
| Hudson Valley Fcu | Poughkeepsie | NY | 01/2017 | 04/2017 |
| Ulster County Community College | Stone Ridge | NY | 08/2014 | 12/2016 |
| Lazy Swan Country Club | Saugerties | NY | 03/2016 | 12/2016 |
| Victorian Pride Painting | Coxsackie | NY | 08/2015 | 09/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
1. *387153 - The Arc of the Mid-Hudson; Investment related - No; Children/Youth; Member of Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-12 |
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