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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-08-29 |
| TX | RA | APPROVED | 2019-08-29 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 05/2010 | Present |
*628410 -Saint Michael School Board, Lowell, MA; Investment related: No; Lowell, Massachusetts; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 2; Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-14 |
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