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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-02-10
TX RA APPROVED 2016-07-12
NJ RA APPROVED 2016-06-07
  • PA RA
    APPROVED
    Since 2022-02-10
  • TX RA
    APPROVED
    Since 2016-07-12
  • NJ RA
    APPROVED
    Since 2016-06-07

Branch Locations

1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Lawrenceville NJ 04/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 04/2016 Present
  • 04/2016 → Present
    Morgan Stanley Smith Barney Llc
    Lawrenceville, NJ
  • 04/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Other Businesses

*637038- The Kairos Project; Investment related: No; Pennsylvania; Technology; Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 10; After business hours: 10; Business Development/Growth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-27
  • S66 Uniform Combined State Law Examination
    2016-05-27

View on SEC IAPD

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