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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-18 |
| VA | RA | APPROVED | 2017-01-26 |
Branch Locations
437 West Duke Of Gloucester Street, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Williamsburg | VA | 07/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | Present |
*687924- Walsingham Academy Board of Trustees; Investment related: No; Williamsburg, Virginia; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2026; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-26 |
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