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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 | 2010-07-08 |
Branch Locations
225 Asylum Street 14Th Floor, Hartford, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Hartford | CT | 06/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. TOWN OF EASTON; BOARD OF FINANCE MEMBER; APPROX 2-4 PER WEEK DURING NON-BUSINESS HOURS *103333 - Town of Barkhamsted CT; Investment related: No; Barkhamsted, Connecticut; Political Office; Finance Board member (proprietor, partner, officer, director, employee, trustee, agent); 09/2012; During business hours: 0; After business hours: 4; vote on town issues 3. SOLE PROPRIETOR / OWNER / PARTNER; OCCASIONAL RENTAL OF ROOMS IN RESISDENCE; DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 1.0; 20 RIVER ROAD BARKHAMSTED CT 06063;THE PROPERTY IS MY RESIDENCE WITH A SEPERATE AREA WHICH IS AVAILABLE FOR RENT. *618080- Steelhead LLC; Investment related: Yes; Barkhamsted, Connecticut; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 2; rental
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-12 |
| S65 | Uniform Investment Adviser Law Examination | 2010-07-07 |
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