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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-11 |
| PA | RA | APPROVED | 2014-05-09 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Philidelphia | PA | 05/2014 | Present |
| Morgan Stanley | Conshohocken | PA | 01/2015 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1) NAME/ADDRESS/NATURE OF BUSINESS: L&F FARM LLC; 350 POND VIEW ROAD, DEVON, PA 19333;NON-INVESTMENT RELATED/COLLECT INCOME FROM USE OF LAND AND PAY TAXES; 25% OWNERSHIP IN FAMILY FARM. 1/4 OWNERSHIP WITH 3 SISTERS. I WILL DO THE OCASSIONAL MAINTENANCE OF BILL COLLECTING AND PAYING TAXES 15 OCT 2012 ZERO HOURS DEVOTED DURING BUSINESS HOUR; 14 HOURS PER MONTH 2)REEL GLORY, LLC; NO; DEVON, PA 19333; LIMITED LIABILITY CORPORATION FOR BOAT OWNERSHIP; FOUNDER SOLE OWNER; 01/01/2013; 0 HOURS PER MONTH; 0 DURING BUSINESS HOURS 2. Property 52 West Chester LLC; Investment related; Chester County, PA; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 1; Real Estate Investment * 371412 - Property 52 Phoenixville LLC; Investment related; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 1; Real Estate Investment. *375897 - Alpha Buyer Inc.; Investment related No; Software and Cloud Services; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 0; After business hours: 1 *398580 - Merion Golf Investment Committee; Investment related - No; Ardmore, Pennsylvania; Non-Profit; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); May 2020; During business hours: 1; After business hours: 1; Investment Decisions/Advice *689661- Pohqualine Fishing Association; Investment related: No; Stroudsburg, Pennsylvania; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04-2026; During business hours: 1; After business hours: 0; Other - Help with stream fish stocking and general club duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-12 |
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