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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| PA | RA | APPROVED | 2009-06-01 |
Branch Locations
115 E Riverwalk, Pueblo, CO 81003 • United States
1 Monroeville Center Suite 1010, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Monroeville | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*320876- Breakthrough Enterprises LLC; Investment related: No; Colorado Springs, Colorado; Keynote Speaking, Event emceeing, event hosting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2017; During business hours: 1; After business hours: 19; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-16 |
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