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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-10 |
| ME | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-28 |
Branch Locations
1 Harbour Place Suite 125, Portsmouth, NH 03801 • United States
28 State Street 26Th Floor, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boston | MA | 10/2008 | 03/2025 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
*635687- Hoy Family, LLC; Investment related: Yes; York, Maine; Real Estate; Officer(proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-03 |
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