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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-19 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2014-03-03 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
PWM GROUP LLC; PRIMARILY A HOLDING CORP FOR LIFE AND DISABILITY INSURANCE BEING PURCHASED BY MSSB AFFILIATED FAS ON EACH OTHER AND FOR EACH OTHER.; 08/2011 MEMBER 0 HOURS DURING 0 HOURS OUTSIDE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-22 |
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