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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 Llc | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. Lexington Christian Academy; Investment related No; Middle School and High School Education; member of the investment committee (proprietor, partner, officer, director, employee, trustee, agent); Dec 2018; During business hours: 0; After business hours: 0. review the investment policy statement and the investment holdings of the school's endowment. Also make recommendations to the Board of Trustees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
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