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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
410 Severn Avenue Suite 211, Annapolis, MD 21403 • 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 | Annapolis | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*316356 - St. John Vianney Catholic Church; Investment related - No; Prince Frederick, MD; Religious; President (proprietor, partner, officer, director, employee, trustee, agent); Oct 2019; During business hours: 0; After business hours: 1; Setting budget for church programs, and recommendations for capital improvements on church grounds.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-12 |
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