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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-11-16 |
| NY | RA | APPROVED | 2021-06-16 |
| MI | RA | APPROVED | 2021-04-30 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| CT | RA | APPROVED | 2011-08-02 |
Branch Locations
60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • 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 | Salt Lake City | UT | 05/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*416781- Trust; Investment related Yes; Naples, Florida; Trust; Trustee/Co-Trustee; 12/2020; During business hours: 5; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-30 |
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