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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Shrewsbury | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2021 | Present |
*624216- Wanamassa PTA; Investment Related - No; Wanamassa, New Jersey; volunteer PTA secretary; secretary(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2025; During Business Hours: 0; After Business Hours: 2; Administrative *701522- Ocean Township Land Use Board; Investment related No; Oakhurst, New Jersey; Government; Board member (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 6; I would listen to people's reasoning for variance approvals to build beyond the town's approved parameters and vote yes or no to approve the application
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-21 |
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