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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-08 |
| PA | RA | APPROVED | 2021-03-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seneca Valley School District & Slippery Rock University | Harmony | PA | 08/2006 | 05/2017 |
| Edward Jones | St. Louis | MO | 07/2017 | 03/2021 |
| Morgan Stanley | Butler | PA | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
*522851 - Hardcore Elite Baseball LLC; Investment related: Yes; Cranberry Township, Pennsylvania; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 12; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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