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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-01 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
11501 North Port Washington, Mequon, WI 53092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mequon | WI | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. Columbia St Mary's Foundation; Not Investment related; Glendale, WI; Nonprofit foundation; Treasurer- Finance Chairman (proprietor, partner, officer, director, employee, trustee, agent); Apr 2010; During business hours: 0; After business hours: 1; Running the quarterly meetings of the finance committee and review the investment performance and financials.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-05 |
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