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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| CT | RA | APPROVED | 2014-11-20 |
Branch Locations
741 Boston Post Road, Madison, CT 06443 • United States
West Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Madison | CT | 09/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
2. *438539 - Trustees for Receiving Donations for the Support of the Bishop; Investment related - Yes; Wallingford, Connecticut; Religious; Board Member (proprietor, partner, officer, director, employee, trustee, agent); July 2021; During business hours: 1; After business hours: 1; Administrative, Review financial statements and determine funds, Minutes of the meetings. *688558- Powderhorn Associates LLC; Investment related: No; Jackson, Wyoming; Real Estate; Passive partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 0; No duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-20 |
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