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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-04-19 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Greenwich | CT | 03/2017 | Present |
| Self-Employed | Greenwich | CT | 01/2016 | 03/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2017 | Present |
(1) TypeZero Technologies, Inc. / Not Investment Related / Charlottesville, VA / The company is developing software applications that act as an artificial pancreas to help people with diabetes stay in glycemic control / Board Member / Start September 2017 / During business hours: 0.5 / After business hours: 1 / Duties should include, but won't be limited to: providing guidance on the development of corporate strategy, reviewing and approving the company's business plans and financing strategy, reviewing and approving significant corporate transactions, and recruiting candidates for the management team.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-12 |
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