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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-11 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
15341 South 94Th Avenue Suite 200, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Orland Park | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 420168 - Estate / Investment Related/ Colon, MI / Executor / Start December 2020 / During business hours: 0 / After business hours: 1 / Estate Administration. (2) 591275 - Rental property held in joint name / Investment Related / Harbor Springs, MI / Rental Property / Landlord / Start May 2024 / During Business Hours: 0 / After Business Hours: 1 / Administrative.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-29 |
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