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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Mclean | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*591360- Community Ventures of Vienna, Inc.; Investment related: No; Vienna, Virginia; Civic/Religious/Community; Board Member, Vice President (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-25 |
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