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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-11 |
| TX | RA | APPROVED_RES | 2024-01-10 |
Branch Locations
899 Cassatt Road Suite 100, Berwyn, PA 19312 • 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 Llc | Mclean | VA | 05/2015 | 12/2022 |
| Morgan Stanley Services Group, Inc. | Mount Laurel | NJ | 04/2021 | 12/2022 |
| Morgan Stanley Private Bank, N.A. | Mclean | VA | 12/2022 | 07/2023 |
| Morgan Stanley | Berwyn | PA | 01/2024 | Present |
| Brown Brothers Harriman | Philadelphia | PA | 07/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-22 |
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