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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| CT | RA | APPROVED | 2009-06-01 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Greenwich | CT | 06/2009 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Westport | CT | 07/2017 | Present |
*667054 - Fairfield County Hunt Club; Investment related: No; Westport, Connecticut; Country Club; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 1; general board member and part of a 10 person finance committee to help decide projects the club wants to fund
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-24 |
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