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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| NJ | RA | APPROVED | 2012-05-08 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • 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 | Florham Park | NJ | 05/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. SKS Holdings LLC ; Participate in private investments member since 10/2015 0 hours during and 0 hours after business NJ LLCPurpose is for Private Investments 2. SKS WEN LLC; Investment related - Yes; Wendy's franchise; Sole Proprietor / Owner / Partner; 10/2018; During business hours: 0; After business hours: 0 5.*496683- Trust; Investment related -Yes; Jupiter, Florida; 04/2022; During business hours: 0; After business hours: 1; 6*624072 - Joe Vito LLC; Investment Related - Yes; Palm Beach Gardens, Florida; Private Equity Investments; LLC member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 0; investor. *212844 - Ramapo College Foundation; Investment Related - No; Mahwah, New Jersey; Education; Board Member, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2015; During Business Hours: 0; After Business Hours: 4; Fundraising, Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-03 |
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