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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| IN | RA | APPROVED | 2025-11-14 |
Branch Locations
800 East 96Th Street Suite 400, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Indianapolis | IN | 10/2006 | 11/2025 |
| Morgan Stanley Smith Barney Llc | Indianapolis | IN | 11/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
1. *670194- Million Meal Movement; Investment related: No; Indianapolis, Indiana; Children/Youth, Disaster Relief, Civic/Community, Health and Welfare, Humanitarian; Founder, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2006; During business hours: 3; After business hours: 12; Business Development/Growth, Fundraising 2. Institute for Ethics and Standards, Inc, Professional training, coursework and certification in ethics and professional standards specific to targeted professions and industries, Proprietor / owner, Contract and review creation of materials, hire staff, negotiate joint venture and distribution agreements.start date-5/1/2020, Carmel Indiana United States-46032.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-22 |
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