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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-15 |
Branch Locations
1585 Broadway, New York, NY 10036 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2013 | Present |
| Morgan Stanley Services Group Inc. | New York | NY | 03/2017 | Present |
AUTHOR/SPEAKER; MONTCLAIR, NJ; WRITTEN A BOOK CALLED EXPECT TO WIN AND FREQUENTLY ASKED TO SPEAK ABOUT THE BOOK INTERNALLY WITHIN MORGAN STANLEY AND EXTERNALLY AT CLIENT/FA AND OTHER EVENTS; 3 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 01/2009 WALMART; New York, NY; Investment related; Retail; Board Member; 06/2017; During business hours: 8; After business hours: 80 * 438967 - Cummins, Inc.; Investment related No; Columbus, IN; Automotive/Transportation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); May 2021; During business hours: 1; After business hours: 5; Board Director
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-05-26 |
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