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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-08 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Eugene | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) Sheldon High School / Not Investment Related / Girls Varsity Soccer Coach / Start 28-August-2018 / Soccer Coach. (2) 553250 - South Shore Ski Club / Not Investment Related / Eugene, OR / Recreation / Board Member / Start 01-January-2023 / During business hours: 0 / After business hours: 1 / Accounting, Bookkeeping. (3) 696100- 516 LLC / Investment Related / Eugene, OR / Real Estate / Member / Start 25-October-2025 / During business hours: 0 / After business hours: 0 / Passive Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-03 |
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