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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-06 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
701 Town Center Drive Suite 902, Newport News, VA 23606 • United States
222 Central Park Avenue, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Newport News | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*552909- Here for the Girls; Investment related-No; Williamsburg, Virginia; Health and Welfare; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 3; Other:Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-29 |
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