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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-11-20 |
| TX | RA | APPROVED | 2017-11-20 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Iselin | NJ | 08/2017 | 10/2017 |
| New York Stock Exchange | New York | NY | 09/2013 | 03/2017 |
| Unemployed | Hoboken | NJ | 03/2017 | 08/2017 |
| Morgan Stanley | Greenwich | CT | 10/2017 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 2017-07-18 |
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