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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-27 |
| PA | RA | APPROVED | 2022-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 12/2011 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Greensburg | PA | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 2004-12-17 |
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