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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
Hagerstown, MD • United States
30 West Patrick Street Suite 700, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Frederick | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*668227 - Fountain Head Country Club; Investment related: No; Hagerstown, Maryland; Civic/Religious/Community; Board Member:Finance Committee:Other Committee(proprietor, partner, officer, director, employee, trustee, agent); 7/2025; During business hours: 0; After business hours: 4; Long-term financial health of the club *675846 - HBA Property Group LLC; Investment related: Yes; Bel Air, Maryland; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 3/2026; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-17 |
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