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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-22 |
| TX | RA | APPROVED_RES | 2020-02-25 |
| DC | RA | APPROVED | 2018-02-16 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-14 |
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