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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-05 |
| CT | RA | APPROVED | 2018-11-27 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boston | MA | 03/2009 | 07/2017 |
| Morgan Stanley | Boston | MA | 07/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | Present |
*394305 - Syracuse University Board of Trustees; Investment related - No; Syracuse, New York; Education;Board Member, Other Committee, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); May 2020; During business hours: 5; After business hours: 5; Administrative, Fundraising *427614 - Trust; Investment related Yes; Newton, MA; Feb 2021; During business hours: 1; After business hours: 0. *638096- Nativity Preparatory School Boston; Investment related: No; Boston, Massachusetts; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 3; After business hours: 6; General board position
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-08 |
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