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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2011-07-15 |
Branch Locations
141 Longwater Drive Suite 102, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Norwell | MA | 07/2011 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. OAA#: 9696 | ORG NAME:SOUTH SHORE YMCA | ORG ADDR:QUINCY, MA, US | NATURE OF BUS:COMMUNITY EDUCATION AND FAMILY SUPPORT | INVST REL:Y | TITLE:BOARD MEMBER | DUTIES:REVIEW OF INVESTMENT PORTFOLIO, ADHERENCE TO IPS RECOMMEND TO BOARD FOR APPROVAL | TOTAL HRS P/M:1 | SEC TRDNG HRS P/M:1; 01/2002
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-25 |
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