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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-24 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
111 North Washington Street Suite 410, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Greenbay | WI | 04/2007 | Present |
| Morgan Stanley Smith Barney | Green Bay | WI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Account; Investment related; Account; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Nov 2018; During business hours: 0; After business hours: 1 ; POA for transactions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-23 |
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