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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-13 |
| NY | RA | APPROVED | 2024-02-13 |
| TX | RA | APPROVED_RES | 2024-02-09 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 03/2013 | 02/2024 |
| Morgan Stanley Smith Barney Llc | New York | NY | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | Present |
(1) The Middle Eastern Forum / Educational / Research / Trustee / Time Required: N/A. (2) The Washington Institute for Near East Policy / Think Tank / Trustee / Time Required: N/A.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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