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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
30 West Patrick Street Suite 700, Frederick, MD 21701 • United States
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Sarasota | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*590103- Washington and Lee University Investment Committee; Investment related: No; Lexington, Virginia; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 1; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-14 |
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