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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-10 |
Branch Locations
100 Crescent Court Suite 600, Dallas, TX 75201 • 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 | Dallas | TX | 06/2016 | 03/2021 |
| Morgan Stanley, Private Bank N.A. | New York | NY | 06/2016 | 03/2021 |
| Ubs Financial Services Inc. | Dallas | TX | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2016 | Present |
University of Dallas,adjunct lecturer for graduate level finance courses,United States75062https://www.udallas.edu/adjunct lecturer for graduate level finance courses, Start date- 8/1/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-01 |
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