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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| CT | RA | APPROVED | 2009-06-01 |
Branch Locations
433 South Main Street, West Hartford, CT 06110 • 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 | West Hartford | CT | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*639562 - Estate and Business Planning Council Hartford; Investment related: No; Rocky Hill, Connecticut; Education; Board Member, Programs Committee Member(proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 1; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-29 |
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