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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| NJ | RA | APPROVED | 2015-06-05 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Morristown | NJ | 02/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2015 | Present |
(1) 421422 - Retail Online Stores / Investment Related / Westfield, NJ / Retail-Online Stores / Sole Proprietor, Owner / Start 10-February-2021 / During business hours: 0 / After business hours: 10 / Sales and Marketing. (2) 458806 - Crohn's and Colitis Foundation of America / Not Investment Related / New York, NY / Health and Welfare, Medical / Board Member, Investment Committee / Start 01-March-2022 / During business hours: 0 / After business hours: 2 / business advisory, business development. (3) 617068 - 13-5 93rd Street LLC / Investment Related / Westfield, NJ / Real Estate / Partner / Start 18-December-2024; During business hours: 0 / After business hours: 0 / Renting a Residential Real Estate Property. (4) 666385 - New Jersey League of Conservation of Voters / Not Investment Related / Hamilton, NJ / Environmental / Board Member / Start 30-June-2026 / During business hours: 0 / After business hours: 2 / Investment Decisions, Advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-05 |
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