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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-01 |
| VT | RA | APPROVED | 2021-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Colchester | VT | 11/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | VT | 12/2021 | Present |
| Bank Of America, N.A. | Burlington | VT | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-22 |
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