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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
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 & Co., Incorporated | Hyannis | MA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Hyannis | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. RENTAL PROPERTY, OWNER; INVESTMENT RELATED; START DATE: 12/2015; DURING BUSINESS HOURS- 0, AFTER BUSINESS Regulator Filing Required? Y Filing Date: 05/04/2026 Send Notification: N HOURS- 0; SANDWICH, MA; COLLECT RENT FROM TENNANTS *615347 - EK Properties Group LLC;; Investment related: Yes; Sagamore Beach, Massachusetts; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 0; Property Management *691733- New Rental Property 3 Mulberry Circle; Investment related: Yes; Sandwich, Massachusetts; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-29 |
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