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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-30 |
| TX | RA | APPROVED_RES | 2023-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Red Bank | NJ | 03/2012 | 01/2023 |
| Morgan Stanley Smith Barney Llc | Toms River | NJ | 01/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2023 | Present |
1) *543122 - AA Belmar Real Estate LLC; Investment related Yes; Colts Neck, New Jersey; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2008 ; During business hours: 0; After business hours: 2; Administrative, Accounting/Bookkeeping, Property Management. 2) *543288 - Sessa-Kopcha Family LLC; Investment related Yes; Colts Neck, New Jersey; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2008 ; During business hours: 2; After business hours: 0; Administrative, Accounting/Bookkeeping, Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-21 |
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