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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-26 |
| TX | RA | APPROVED_RES | 2014-02-11 |
| CT | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Madison | CT | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. ALLIED PROPERTIES, INC.; MADISON, CT; MINORITY OWNER IN FAMILY BUSINESS NO RESPONSIBILITIES; COMPANY OWNS RENTAL PROPERTY; 01/2014 2. Real Estate ; Investment related Yes; Clinton, CT; Real Estate Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: Nil; After business hours: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-08 |
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