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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-08-03 |
| FL | RA | APPROVED | 2021-06-18 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| NJ | RA | APPROVED | 2012-05-08 |
Branch Locations
5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenwood Village | CO | 05/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. SLOPESIDE PARTNERS; 0 AFTER BUSINESS HOURS: 0 DURING BUSINESS HOURS: 2. West Dover Associates; Investment related; Investments; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 1998; During business hours: 0; After business hours: 0; No responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-23 |
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