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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-10 |
| FL | RA | APPROVED | 2021-03-18 |
| NJ | RA | APPROVED | 2020-10-07 |
| TX | RA | APPROVED | 2020-10-06 |
Branch Locations
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lawrenceville | NJ | 08/2010 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Morgan Stanley | Lawrenceville | NJ | 10/2020 | Present |
| Retired | Lawrenceville | NJ | 03/2020 | 10/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
*529218 - POA; Investment related: Yes; Newtown, Pennsylvania; POA; 10/2022; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 1998-06-24 |
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