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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED_RES | 2022-01-04 |
| NY | RA | APPROVED | 2021-08-11 |
Branch Locations
55 South Lake Avenue Pasadena Towers - Tower Ii Suite 700, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Pasadena | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*526901- Trust; Investment related-Yes; Mamaroneck, New York; 08/2018; During business hours: 0; After business hours: 1 *544438 - Trust; Investment related: Yes; Jupiter, Florida; Trust; Trustee/Co-Trustee; 02/2023; During business hours: 2; After business hours: 4;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-24 |
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