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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-15 |
Branch Locations
450 Essjay Road Suite 100, Williamsville, NY 14221 • United States
Pittsford, NY • 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 Smith Barney Llc | Rochester | NY | 12/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | Present |
2. Pittsford (NY) Town Board; Non Investment related; Pittsford, NY; Government / Municipality / Political; Member of town environmental board(proprietor, partner, officer, director, employee, trustee, agent); Feb/2019; During business hours: 0; After business hours: 1; board serves in an advisory capacity, reporting to the Town Board and the Planning Board on matters pertaining to environmental issues within the Town
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-31 |
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