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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED_RES | 2020-02-20 |
| MI | RA | APPROVED | 2010-09-30 |
Branch Locations
101 West Big Beaver Road Suite 1200, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Troy | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*540831 - POA; Investment related: Yes; St Clair Shores, Michigan; POA; 03/2023; During business hours: 2; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2002-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-27 |
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