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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-13 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. NIGHT NURSE, NURSE TRIAGE AFTER HOURS; BOARD MEMBER; START DATE: 05/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; SOUNDING BOARD OF CEO/CFO; INVESTMENT RELATED; * 380715 - Trust; Investment related - No; Ashalnd, MA; Trust; Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 1; Administer the rental property. *378849 - Four Family Rental Unit; Investment related ; Holliston, MA; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1; Renting and administrating the apartments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-05 |
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