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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 | 2012-02-17 |
Branch Locations
899 Cassatt Road Suite 100, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Blue Bell | PA | 02/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*558691 - Aronimink Golf Club ; Investment related - No ; Newtown Square, Pennsylvania ; Civic/Religious/Community ; captial committee member (proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 1 ; Allocation of spending within the club to stay on budget *568595- Agnes Irwin School; Investment related No; Rosemont, Pennsylvania; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 1; To guide the board and head of school on current issues surrounding the education of the girls.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-07 |
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