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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| SC | RA | APPROVED | 2009-06-01 |
Branch Locations
320 East Main Street Suite 410, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley | Spartanburg | SC | 05/2014 | Present |
*648289- Sagent Society; Investment related-No; Spartanburg, South Carolina; It is a group of women that gather 6 times a year. We have speakers from various associations and charities in Spartanburg.; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-12 |
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