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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-10 |
| NJ | RA | APPROVED | 2014-04-03 |
| TX | RA | APPROVED | 2014-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | Present |
| Morgan Stanley Smith Barney Llc | Mt. Laurel | NJ | 04/2015 | Present |
1.West Street Rd, LLC; Investment related: Yes; Warminster, PA (Full address of property: 849 W Street Rd., Warminster, PA 18974) ; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2017; During business hours: 0; After business hours: 0; The LLC was formed as an estate planning item for purchasing real estate with my siblings, the compensation received is used to pay down the note we took in order to purchase the land from my family. The sole purpose of the LLC is owning the property at 849 W Street Rd., Warminster, PA 18974.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-05 |
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