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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-12 |
| PA | RA | APPROVED | 2020-08-13 |
| VA | RA | APPROVED | 2014-01-28 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
909 East Southeast Loop 323 Suite 170, Tyler, TX 75701 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 04/2015 | Present |
*503465 : Bucket List Tour Guide ; Investment related : No ; Marlton ; New Jersey ; Travel Agency ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2022 ; During business hours : 0 ; After business hours : 15 ; Labor/Service:Sales/Marketing *676907- Rental Property; Investment related: Yes; Ocala, Florida; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 1; After business hours: 4; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-28 |
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