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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| IN | RA | APPROVED | 2015-07-13 |
Branch Locations
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 | Terre Haute | IN | 07/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | Present |
1.REAL ESTATE INVESTMENT PROPERTY; PROPERTY OWNER; AS OF 09/2015; DURING BUSINESS HOURS 0; OUTSIDE OF BUSINESS HOURS 20; PROPERTY OWNER 2.Rental Property; Terre Haute, IN; Rental; Investment related; Sole Proprietor / Owner / Partner; 09/2015; During business hours: 0; After business hours: 5 3.Altrusa International of Terre Haute; Investment related - No; Terre Haute, IN; Charity / Private Foundation; Board member (proprietor, partner, officer, director, employee, trustee, agent); 05/2012; During business hours: 0; After business hours: 10 *568907 - Common Ground Yoga; Investment related-No; Terre Haute, Indiana; Hospital/Healthcare; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 4; Yoga Instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-10 |
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