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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-24 |
| FL | RA | APPROVED | 2022-08-24 |
| PA | RA | APPROVED | 2011-02-08 |
Branch Locations
Cross Creeke Pointe Suite 401 1065 Highway 315, Wilkes Barre, PA 18702 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Wilkes Barre | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*537509 - POA; Investment related: Yes; South Abington Township, Pennsylvania; 01/2023; During business hours: 0; After business hours: 0.5 *193396 - Boys and Girls Clubs of Northeastern Pennsylvania; Investment related; No; Scranton; Pennsylvania; Children/Youth, Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/25; During business hours: 1; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-16 |
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