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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| PA | RA | APPROVED | 2011-11-23 |
Branch Locations
899 Cassatt Road Suite 100, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Berwyn | PA | 11/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 422372 - Ebay; Investment related No; San Jose, CA; Retail/Online Stores; March 2020; During business hours: 0; After business hours: 20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-07 |
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