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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-02 |
| CT | RA | APPROVED | 2022-03-15 |
Branch Locations
1500 Main Street 19Th Floor, Springfield, MA 01115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sprinfield | MA | 10/2021 | Present |
| Income Research + Management | Boston | MA | 06/2013 | 07/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2022 | Present |
*490171 - Richard Salter Storrs Library Trustees; Investment related No; Longmeadow, Massachusetts; Education, Art/Culture, Civic/Community; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 0.5; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
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