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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-07 |
| IA | RA | APPROVED | 2012-04-09 |
Branch Locations
1080 Jordan Creek Parkway Suite 400 North, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Des Moines | IA | 01/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*626139- Mid Iowa Health Foundation; Investment related: No; Des Moines, Iowa; Civic/Community:Health and Welfare; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 2; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-06 |
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