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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-07-17 |
| DC | RA | APPROVED | 2025-07-07 |
| KS | RA | APPROVED | 2021-09-09 |
| MO | RA | APPROVED | 2020-08-10 |
| TX | RA | APPROVED_RES | 2018-05-23 |
| IL | RA | APPROVED | 2017-07-05 |
| IN | RA | APPROVED | 2017-07-05 |
Branch Locations
410 Severn Avenue Suite 211, Annapolis, MD 21403 • United States
2 disclosure categories 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 Llc | Annapolis | MD | 03/2015 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | Present |
1.RENTAL PROPERTY; OWNER OF SINGLE PROPERTY TO BE RENTED; RENTAL PROPERTY LANDLORD; 05/2015; 5 OUTSIDE 0 DURING OFFICE HOURS; CHARLOTTE NC *469250- Estate ; Investment related Yes; Kansas City, Missouri; Estate ; Executor/Co-Executor; 12/2021; During business hours: 0; After business hours: 1; Estate Administration
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-23 |
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