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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2021-12-08 |
| TX | RA | APPROVED_RES | 2020-03-09 |
| NH | RA | APPROVED | 2009-06-01 |
Branch Locations
1155 Elm Street 6Th Floor, Manchester, NH 03101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Manchester | NH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 477647- Estate ; Investment related -Yes; Sun City Center, Florida; Successor Co-Trustee; 06/2026; During business hours: 0; After business hours: 1; *706753- Shellfish Conservation Commission Town of Ogunquit, Maine; Investment related No; Ogunquit, Maine; Government; Other Committee:1st Alternate (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 1; Labor or Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-13 |
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