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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
| SC | RA | APPROVED | 2024-06-27 |
Branch Locations
201 East Mcbee Avenue 1St Floor, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenville | SC | 02/2024 | Present |
| Oto Development | Spartanburg | SC | 12/2023 | 02/2024 |
| Price Waterhouse Coopers | Spartanburg | SC | 11/2022 | 12/2023 |
| Cline Brandt Kochenower | Gaffney | SC | 08/2019 | 11/2022 |
| The Boys And Girls Club Of The Upstate | Gaffney | SC | 08/2015 | 08/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
* 586779 - Spartanburg Philharmonic; Investment related: No; Spartanburg, South Carolina; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 5; Administrative *586777- Spartanburg Rotary Club; Investment related: No; Spartanburg, South Carolina; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-27 |
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