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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| PA | RA | APPROVED | 2015-06-25 |
Branch Locations
1350 Broadcasting Road Suite 100, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Wyomissing | PA | 01/2013 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2020 | Present |
(1) 539421 - Integrate For Good / Not Investment Related / Creamery, PA / Civic, Community, Children, Youth, Individual Rights and Liberties / Finance Committee / Start 01-February-2023 / During business hours: 0 / After business hours: 4 / Accounting, Bookkeeping, Administrative, Fundraising, Labor, Service, Marketing. (2) 670039 - Pottstown Rotary Board / Not Investment Related / Pottstown, PA / Civic, Religious, Community / Board Member / Start 01-July-2026 / During business hours: 0 / After business hours: 4 / Labor, Service, Sales, Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-24 |
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