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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| IL | RA | APPROVED | 2016-01-19 |
Branch Locations
4225 Naperville Road Suite 255, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lisle | IL | 01/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | Present |
* 487439- Trust; Investment related -Yes; St. Charles, Illinois; Trustee/Co-Trustee; 01/2018; During business hours: 2; After business hours: 0; * 487442 - Trust; Investment related -Yes; Brewton, Alabama; Trustee/Co-Trustee; 01/2018; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-22 |
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