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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-07-22
TX RA APPROVED_RES 2020-02-25
DC RA APPROVED 2018-02-16
  • VA RA
    APPROVED
    Since 2024-07-22
  • TX RA
    APPROVED_RES
    Since 2020-02-25
  • DC RA
    APPROVED
    Since 2018-02-16

Branch Locations

1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vesta Investment Inc Rokville MD 12/2015 11/2017
Morgan Stanley Washington DC 12/2017 Present
Morgan Stanley Private Bank, N.A. New York NY 02/2018 Present
  • 12/2015 → 11/2017
    Vesta Investment Inc
    Rokville, MD
  • 12/2017 → Present
    Washington, DC
  • 02/2018 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Other Businesses

1. Other; Investment related No; Guzheng Performance; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 1999; During business hours: 0; After business hours: 2; Give guzheng performance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-14
  • S66 Uniform Combined State Law Examination
    2018-02-14

View on SEC IAPD

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