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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-27 |
| UT | RA | APPROVED | 2012-03-22 |
| TX | RA | APPROVED | 2011-11-08 |
| RI | RA | APPROVED | 2010-11-04 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
Cohasset, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
I SERVE AS CO-TRUSTEE ALONG WITH BANK OF AMERICA UNDER INSTRUMENT DATED 9/26/1952 OF CHARLES F. CURRAN FOR ABIGAIL O'BRIEN ET AL. THE ADDRESS IS C/O BANK OF AMERICA, 100 FEDERAL STREET, BOSTON, MA 02110. THE NATURE OF THE BUSINESS IS TRUST ADMINISTRATION. MY POSITION IS CO-TRUSTEE. MY SERVICE AS TRUSTEE BEGAN IN 1988. I DEVOTE APPROXIMATELY 1 HOUR PER MONTH TO THE BUSINESS. I SERVE AS THE OUTSIDE OR FAMILY TRUSTEE IN THE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-27 |
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