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Timothy James Bourke

Morgan Stanley

Riverhead, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
NJ RA APPROVED 2009-06-01
TX RA APPROVED_RES 2009-06-01
  • NY RA
    APPROVED
    Since 2021-06-16
  • NJ RA
    APPROVED
    Since 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

611 East Main Street, Riverhead, NY 11901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Riverhead NY 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Riverhead, NY
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Riverhead, NY
  • 2006-09-08 → 2007-04-02
    Morgan Stanley Dw Inc.
    Riverhead, NY
    Riverhead, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-16
S63 Uniform Securities Agent State Law Examination 1993-04-14
  • S65 Uniform Investment Adviser Law Examination
    2007-07-16
  • S63 Uniform Securities Agent State Law Examination
    1993-04-14

View on SEC IAPD

Other Firms

EAST END FINANCIAL GROUP, INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
SPRUCE POINT CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
PECONIC ASSET PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LINCOLN INVESTMENT

Other Investors

PANAYOTA PATRICIA DELUCA
CINDY E HUBBARD
Philip Scaglione
JAMES DUFFY
DONNA ANN WESS
FRANK STEVEN MARINACE
LAURA ANNE FENNELL
LISA M SCIUTO

Other Offices

EAST END FINANCIAL GROUP, INC. · RIVERHEAD, NY
OSAIC WEALTH, INC. · RIVERHEAD, NY
J.P. MORGAN SECURITIES LLC · RIVERHEAD, NY
SPRUCE POINT CAPITAL MANAGEMENT, LLC · RIVERHEAD, NY
LPL FINANCIAL LLC · RIVERHEAD, NY
PECONIC ASSET PLANNING · RIVERHEAD, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RIVERHEAD, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RIVERHEAD, NY

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