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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| PA | RA | APPROVED | 2013-07-31 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
Philadelphia, PA • 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 Llc | Philadelphia | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1.MFT HOLDINGS; OWNER; INVESTMENT RELATED FITZWATER STREET; 1 HOUR OUTSIDE OFFICE HOURS; REAL ESTATE INVESTMENT 2.1302 ASSOCIATES; REAL ESTATE INVESTMENT; OWNER OF REALESTATE; 1 HOUR OUTSIDE OFFICE HOURS 3.Rental Property; Investment related - Yes; Pennsylvania; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2016; During business hours: 0; After business hours: 1 *380363 - Ashton Holdings LLC; Investment related; Real estate Investment; Partner(proprietor, partner, officer, director, employee, trustee, agent); Jan 2016; During business hours: 0; After business hours: 0. *641621 - 427 Associates LLC; Investment related-Yes; Philadelphia, Pennsylvania; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 4; Property Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-28 |
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