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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-28 |
| TX | RA | APPROVED_RES | 2019-01-09 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
Vero Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Morristown | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. Auburn Erik LLC; Investment related; Residential rental properties; Manager (proprietor, partner, officer, director, employee, trustee, agent); Apr 2017; During business hours: 0; After business hours: 0; Collect rents, pay bills and deal with any tenant related issues. *531917- Trust; Investment related-Yes; Chelmsford, Massachusetts; 01/2017; During business hours: 0; After business hours: 1 *531945- Trust; Investment related-Yes; N. Chlmsford, Massachusetts;; 01/2017; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-20 |
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