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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Menlo Park | CA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*612782- Saint Peter's University; Investment related: No; Jersey City, New Jersey; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0.25; After business hours: 0; Non-Voting Committee member - Board of Regent member representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-28 |
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