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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-07 |
| TX | RA | APPROVED | 2021-09-03 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Florham Park | NJ | 06/2010 | 09/2021 |
| Morgan Stanley Smith Barney Llc | Morristown | NJ | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
*479636 - Taylor Palmer LLC; Investment related: Yes; Bernardsville , New Jersey; Construction/Engineering:Technology; Partner(proprietor, partner, officer, director, employee, trustee, agent); 1/2022; During business hours: 0; After business hours: 5; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-11 |
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