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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-03-18 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| NC | RA | APPROVED | 2017-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duke University | Durham | NC | 10/2015 | 09/2017 |
| Morgan Stanley | Rehoboth Beach | DE | 09/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | Present |
*429533 - Coverdown Network Board; Investment related No; Reohoboth Beach, DE; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0+; After business hours: 2; Setup activities to connect former lifeguards with each other and current lifeguards *673- All State Sports Camp Inc; Investment related-No; Dover, Delaware; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 5; Labor/Service *542139 - Delaware Lacrosse Officials Assocation; Investment related No; Bear, Delaware; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 10; Referree for Lacrosse. *606742- Southern Delaware Estate Planning Coucil; Investment related No; Georgetown, Delaware; This is a professional group for individuals in southern delaware across various disciplines interested in learning more about estate planning; Board Member (proprietor, partner, officer, director, employee, trustee, agent);08/2024; During business hours: 0; After business hours: 2; As President of the board, my role is to attend board meetings before the quarterly coucil meetings in advance of general meetings. We will review future meeting agenda's during our quarterly meetings. I will also be attending a conference this year. I will be meeting with new members to welcome them to the organization. In addition, I will work with board members to put together agenda for quarterly meetings. *664423- Master Networks Delaware; Investment related: No; Dover, Delaware; Networking Organization; Officer (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 4; After business hours: 0; Help with organizing meetings on weekly basis, potentially lead meetings when President is away, and meet with new members
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
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