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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-24 |
| CA | RA | APPROVED | 2016-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Napa | CA | 04/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | Present |
*647746- Real Estate; Investment related: Yes; Lorida, Florida; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2012-04-24 |
| S66 | Uniform Combined State Law Examination | 2004-11-09 |
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