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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-16 |
| SC | RA | APPROVED | 2024-07-26 |
Branch Locations
850 Morrison Drive Suite 800, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charleston | SC | 09/2023 | Present |
| Savannah Yacht Club | Savannah | GA | 06/2017 | 09/2019 |
| Klein Law Group | Savannah | GA | 12/2019 | 12/2020 |
| South Carolina Yacht Club | Hilton Head | SC | 06/2022 | 08/2022 |
| Full Time Education | Geneva | NY | 08/2019 | 06/2023 |
| Unemployed | Savannah | GA | 01/2012 | 05/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
*568892- Coaching Sailing; Investment Related: No; Mount Pleasant, South Carolina; Sailing instructor; Coach (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2023; During Business Hours: 0; After Business Hours: 20; Labor/Service *658971- Carolina Yacht Club; Investment related-No; Charleston, South Carolina; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 40; Sailing Instructor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-26 |
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