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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-13 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • 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 & Co., Incorporated | Syracuse | NY | 04/2007 | Present |
| Morgan Stanley Smith Barney | Syracuse | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *217118 - Crouse Community Center; Investment related: No; Morrisville, New York; Skilled Nursing; Board Member, Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 04/2015; During business hours: 2; After business hours: 1; 2. *399653 - Elmcrest Childrens Center; Investment related No; Syracuse, NY; Non-Profit; Investment Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); May 2020; During business hours: 2; After business hours: 0; Fundraising, Business Development/Growth. 3. *579872- Marlyn Park Drive LLC; Investment related Yes; Cazenovia, New York; Real Estate; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 5; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-27 |
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