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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2016-10-18 |
| TX | RA | APPROVED_RES | 2014-02-11 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
6250 Levis Common Blvd, Perrysburg, OH 43551 • United States
Bozeman, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Toledo | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley | Bozeman | MT | 06/2016 | Present |
RENTAL PROPERTY, OWNER; START DATE: 01/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 2; INVESTMENT RELATED; BOZEMAN, MT MATHESON HOLDINGS,LLC,OWNER;INVESTMENT RELATED;START DATE:02/2016;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-1;S.TRACY AVENUE,BOZEMAN MT *535182- Warriors & Quiet Waters Foundation; Investment related: No; Bozeman, Montana; Combat wounded post 911 veterans; Board Member, Finance Committee, Investment Committee, Board Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 1; After business hours: 5; General guidance on future of the organization. Treasurer of the Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-27 |
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