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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-08-06 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
Newburyport, MA • United States
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 | Boston | MA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
THE FREE MASONS - WINSLOW LEWIS LODGE; 212 CENTRAL AVE OSSEO, MN; I GIVE GENERAL ADVISE AND COMMENTARY; ON THE FINANCE OR INVESTMENT COMMITTEE; 2 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 09/2010
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-19 |
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