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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-12-09 |
| TX | RA | APPROVED_RES | 2015-12-09 |
| PA | RA | APPROVED | 2009-06-01 |
Branch Locations
31099 Chagrin Boulevard, Pepper Pike, OH 44124 • United States
2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sewickley | PA | 01/2010 | Present |
* 410400 - Power of Attorney; Investment related Yes; Cranberry Twp, PA; Feb 2018; During business hours: 0; After business hours: 0. *480363 - Estate ; Investment related - Yes; Cranberry Twp, Pennsylvania; 03/2018; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-22 |
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