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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| CT | RA | APPROVED | 2009-06-01 |
Branch Locations
12 Coogan Boulevard Suite 201, Mystic, CT 06355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mystic | CT | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2020 | Present |
(1) 321056 - RHAM Youth Soccer; Not Investment Related; The organization is a youth soccer program; Treasurer; Start June 2017; During business hours: 0; After business hours: 1. (2) 543530 - Manchester Rotary; Not Investment Related; Manchester, CT; Civic/Community; Finance Committee, Board Member, Treasurer; Start April 2023; During business hours: 0; After business hours: 4; Accounting/Bookkeeping, Check Signing/Funds Disbursements. (3) 598107 - Plan of CT; Not Investment Related; Wethersfield, CT; Health and Welfare; Board Member; Investment Committee; Start August 2024; During business hours: 1; After business hours: 3; Committee helps help monitor investment allocation selected by current investment provider.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-10 |
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