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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2020-12-08 |
| TX | RA | APPROVED | 2018-10-03 |
| ME | RA | APPROVED | 2018-05-21 |
Branch Locations
3102 West End Avenue Suite 200, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Country Club | Chesnut Hill | MA | 08/2015 | Present |
| Morgan Stanley Smith Barney Llc | Portland | ME | 06/2016 | 01/2017 |
| Boston College | Chesnut Hill | MA | 05/2014 | Present |
| Morgan Stanley Smith Barney Llc | Portland | ME | 04/2018 | 06/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | Present |
| Morgan Stanley Smith Barney Llc | Nashville | TN | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
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