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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-27 |
| MN | RA | APPROVED | 2014-02-05 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*593558 - Rental Property; Investment related: Yes; Long Lake, Minnesota; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 7/2024; During business hours: 0; After business hours: 5; Collecting Rent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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