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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-27 |
| NH | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
Decamp Fincl Center 14 Country Club Rd, Gilford, NH 03246 • United States
Punta Gorda, FL • United States
1 Harbour Place Suite 125, Portsmouth, NH 03801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portsmouth | NH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*OBI - 48087 - Gilford Educational Endowment Fund ; Investment related - No ; Gilford, New Hampshire ; Children/Youth ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2008 ; During business hours : 0 ; After business hours : 4 ; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-24 |
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