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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| CT | RA | APPROVED | 2018-01-22 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westport | CT | 11/2017 | Present |
| Unemployed | New York | NY | 09/2017 | 11/2017 |
| North Elm Capital | New York | NY | 05/2017 | 09/2017 |
| Unemployed | New York | NY | 12/2016 | 05/2017 |
| Marvel Assets Holdings | New York | NY | 10/2016 | 11/2016 |
| Unemployed | New York | NY | 05/2016 | 10/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | Present |
*682101- Bruce and Janet Sargent Charitable Foundation; Investment related: Yes; Darien, Connecticut; Art/Culture:Children/Youth:Civic/Community:Education:Health and Welfare:Humanitarian:Land Preservation:Religious; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03-2026; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
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