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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-20 |
| PA | RA | APPROVED | 2011-02-03 |
Branch Locations
1400 Civic Place Suite 200, Southlake, TX 76092 • United States
419 Village Drive Suite 1, Carlisle, PA 17015 • 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 | Carlisle | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-06 |
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