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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Middleton | MA | 09/2012 | 07/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. PeerLearning360; Investment related Yes; Networking organization with an emphasis on peer learning; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 3; investor and moderator *355599- Real Estate; Investment related No; Gloucester, Massachusetts; Real Estate; Sole Proprietor/Owner;May 2020 During business hours: 0; Rent. I*5238270 Entity Type: Entity For Profit Name of OBA: 145 Gloucester MA Address: Gloucester, Massachusetts, 1930 Investment Related: No Position, Title, Association: Owner Employee Start Date: 06/01/2021 Number of Hours: 5, Yearly Number of Hours during trading: 0, Yearly Duties: It is a rental property. Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-02 |
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