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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| CO | RA | APPROVED | 2009-06-01 |
Branch Locations
3033 East 1St Avenue Suite 820, Denver, CO 80206 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Denver | CO | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. *419401 - Trust; Investment related - Yes; New Hartford, New York; Trustee; 09/2007; During business hours: 3; After business hours: 0; 2. *421981 - Trust; Investment related - Yes; Denver, Colorado; Trustee; 09/2008; During business hours: 1; After business hours: 0; 3. *423780 - Murray Limited; Investment related -Yes; Denver, Colorado; Estate planning; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2000; During business hours: 2; After business hours: 0; Investment Decisions/Advice, Property Management 4. *421977 - Trust; Investment related - Yes; Denver, Colorado; Trustee; 10/2008; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-03 |
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