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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| PA | RA | APPROVED | 2011-02-11 |
| OK | RA | APPROVED | 2009-06-01 |
Branch Locations
111 North Washington Avenue Suite 201, Scranton, PA 18503 • United States
Longboat, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Scranton | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. RENTAL PROPERTIES; SCRANTON PA; OWN RENTAL STORAGE UNITS; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 09/2012**** *651649 - Occer LLC; Investment related: Yes; Dunmore, Pennsylvania; Creaetd LLC to manage Rental of Garage units, Garages sold but still have LLC checking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2018; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-23 |
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