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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| VA | RA | APPROVED | 2010-02-09 |
| DC | RA | APPROVED | 2009-06-01 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Washington | DC | 04/2007 | Present |
| Morgan Stanley Smith Barney | Potomac | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 474239- Trust; Investment related -Yes; Herndon, Virginia; Successor Role; 01/2022 During business hours: 4; After business hours: 0; *538172 - Trust; Investment related: Yes; Herndon, Virginia; Trust; Trustee/Co-Trustee; 01/2023; During business hours: 4; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-27 |
| S65 | Uniform Investment Adviser Law Examination | 1991-11-29 |
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