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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-05-01 |
| FL | RA | APPROVED | 2022-09-22 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| CT | RA | APPROVED | 2017-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Utica | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. 80-82 PIONEER STREET; COOPERSTOWN NY; INVESTMENT RELATED; PROVIDE APARTMENTS TO PEOPLE LOOKING TO RENT; JOINTLY OWNED WITH SPOUSE; RENTAL; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 09/2012** 2. RENTAL APPARTMENTS; JOINTLY OWNED WITH SPOUSE; COOPERSTOWN, NY; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 01/2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-18 |
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