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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-10-30 |
| TX | RA | APPROVED_RES | 2015-10-07 |
| PA | RA | APPROVED | 2010-07-02 |
| DC | RA | APPROVED | 2009-06-01 |
Branch Locations
720 South Atherton Street, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | St. College | PA | 10/2017 | Present |
*537439 - Trust; Investment related: Yes; Reedsville, Pennsylvania; Trust; Trustee/Co-Trustee; 02/2023; During business hours: 0; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-17 |
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