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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Waltham | MA | 01/2014 | Present |
1. *487574 - Power of Attorney ; Investment related - Yes; Watertown, Massachusetts; 01/2034; During business hours: 2; After business hours: 3 2. *486498 - Trust; Investment related -Yes; Watertown, Massachusetts; Successer trustee; 01/2030; During business hours: 2; After business hours: 3; 3.*487568- POA; Investment related -Yes; Boston, Massachusetts; Successor Role; 05/2045; During business hours: 2; After business hours: 3; *577787- Rental Property; Investment related: Yes; Watertown, Massachusetts; Real Estate; owner of the property (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 2; Would like to rent out my condo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-24 |
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