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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-06-03 |
| WV | RA | APPROVED | 2009-06-01 |
Branch Locations
500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Charleston | WV | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
* 460769 - WV Smart529 Board of Trustees; Investment related No; Charleston, West Virginia; Government; Board Member - Private Citizen (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 2; After business hours: 2; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-12 |
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