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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Mt. Laurel | NJ | 06/2009 | Present |
1) *547636 - FIRST BAPTIST CHURCH OF JERICHO; Investment related No; DEPTFORD, New Jersey; Civic/Religious/Community; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 5; Business Development/Growth, Administrative. *607214 - DOORDASH; Investment related -No; SAN FRANCISCO, California; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 40; DELVERY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-04 |
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