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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-03-08 |
| NJ | RA | APPROVED | 2021-03-05 |
| TX | RA | APPROVED_RES | 2021-03-05 |
Branch Locations
Charleston, SC • United States
376 Tilton Road, Northfield, NJ 08225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Mt. Laurel | NJ | 01/2009 | 03/2021 |
| Morgan Stanley Smith Barney Llc | Northfield | NJ | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
*572814- Vita Land Trust LLC; Investment related Yes; North Charleston, South Carolina; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 1; After business hours: 0; private investor *667648 - rental property; Investment related: Yes; North Charleston, South Carolina; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 4; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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