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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| NJ | RA | APPROVED | 2014-03-25 |
| PA | RA | APPROVED | 2013-08-22 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • 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 | Allentown | PA | 08/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *379772 - Saint Anthony of Padua Catolic Church; Investment related No; Charity / Private Foundation; (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0+; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-15 |
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