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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-02-02 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • 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 Smith Barney Llc | Austin | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*498957 - Trust; Investment related - Yes; malvern, Pennsylvania; 10/2015; During business hours: 0; After business hours: 0 *496444 - Trust; Investment related Yes; Merion Station, Pennsylvania; Trustee/Co-Trustee; 02/2014; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-11 |
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