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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 |
| NC | RA | APPROVED | 2017-03-13 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 05/2015 | 09/2016 |
| Morgan Stanley | Asheville | NC | 02/2017 | Present |
| Unemployed | Asheville | NC | 09/2016 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | Present |
* 415515 - Pisgah Legal Services; Investment related No; Asheville, NC; Non-Profit; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); Dec 2020; During business hours: 0.5; After business hours: 0; Investment Decisions/Advice *683958- Rental Property; Investment related: Yes; Asheville, North Carolina; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 2.0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-09 |
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