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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-09 |
| CT | RA | APPROVED | 2013-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 09/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*210144 - Rental Property; Investment related: Yes; Northborough, Massachusetts; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2004; During business hours: 0; After business hours: 0.25; Administrative *192693 - Rental Property; Investment related: Yes; Boylston, Massachusetts; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2003; During business hours: 0; After business hours: 0.25; Administrative *210143 - Rental Property; Investment related: Yes; Centerville, Massachusetts; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/1985; During business hours: 0; After business hours: 0.25; Administrative *210145- Rental Property; Investment related -Yes; New York; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/1987; During business hours: 0; After business hours: 0.25; Administrative *311241 - Green Boylston Development Company LLC; Investment related: Yes; Boston, Massachusetts; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2009; During business hours: 0; After business hours: 0.25; Administrative *525474- TTVOGEL LLC; Investment related-Yes; Boston, Massachusetts; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 0.25; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-26 |
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