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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| CT | RA | APPROVED | 2009-06-01 |
Branch Locations
545 Long Wharf Drive 7Th Floor, New Haven, CT 06511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New Haven | CT | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
TRINITY CHURCH; ON THE FINANCE AND INVESTMENT COMMITTEE; 11/2012 *383193 - Trinity Church.; Investment related - No; Religious; Warden (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 2.0; Assist the Pastor with the operations of the Church, these might include reviewing staff, upgrading communications, reviewing accounts payables, repairs to the property and making sure our operations run smoothly.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-16 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-16 |
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