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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-28 |
| NC | RA | APPROVED | 2013-04-24 |
| NJ | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
St Pete Beach, FL • United States
1111 Military Cutoff Road, Wilmington, NC 28405 • United States
Southport, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Red Bank | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*402663- Trust; Investment related Yes; Mt. Pleasant, South Carolina; Trust; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 10; *412011 - Trust; Investment related Yes; Waccabuc, NY; Jan 2009; During business hours: 0; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-14 |
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