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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-19 |
| VT | RA | APPROVED | 2023-07-24 |
Branch Locations
628 Mountain Road Building B, Stowe, VT 05672 • United States
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Colchester | VT | 05/2023 | Present |
| The Essex Agency | Essex Junction | VT | 06/2019 | 04/2023 |
| Army West Point Athletic Association | West Point | NY | 06/2018 | 04/2019 |
| Usa Hockey National Team Development Program | Plymouth | MI | 08/2016 | 06/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
*569479 - CSEHL, LLC; Investment related-No; Stowe, Vermont; Recreation; Officer (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 5; After business hours: 3; Administrative *569488 - Rental property; Investment related-Yes; Shelburne, Vermont; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 1; Ownership
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-22 |
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