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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 | 2011-04-19 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • 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 | Syracuse | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 376440 - McMahon Ryan Child Advocacy Center; Investment related No; Syracuse, NY; Board Member, Finance Committee, Other Committee, 5k race committee/ race director and Fund Development Committee (LT fund raising); (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 2; After business hours: 3; Fundraising, Accounting/Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-26 |
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