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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-10-22 |
| ID | RA | APPROVED | 2009-06-01 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boise | ID | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2) Barbera Angus Ranch; Not investment related; Emmett, ID; Cattle Ranch; Employee; 01/2011; During business hours: 0; After business hours: 2 *48958 - Valor Health; Investment related No; Emmett, ID; Government; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2008; During business hours: 4; After business hours: 2; Board Member and as Vice President will run meetings when President is absent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-26 |
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