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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-02-26 |
| TX | RA | APPROVED | 2018-02-26 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 12/2017 | Present |
| Gilfoy Distributing Company | Billerica | MA | 11/2005 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | Present |
*373183 - Trust; Investment related: No; Sherborn, MA; Co - Trustee; Oct/2018; during business hours: 0; after business hours: 0 *373184 - Trust; Investment related: No; Sherborn, MA; Co - Trustee; Oct/2018; during business hours: 0; after business hours: 0 *373189 - Trust; Investment related - No; Sherborn, MA; Co-trustee (proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 0. *350451- Trust ; Investment related-Yes; Boston, Massachusetts;06/2018; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-26 |
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