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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-14 |
| AK | RA | APPROVED | 2018-09-07 |
Branch Locations
2550 Denali Street Suite 1700, Anchorage, AK 99503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vivial | Anchorage | AK | 03/2011 | 07/2018 |
| Morgan Stanley Smith Barney Llc | Anchorage | AK | 06/2018 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | Present |
| Morgan Stanley Smith Barney Llc | Anchorage | AK | 09/2018 | Present |
*107 - Urban Hearts Missions; Investment related No; Eagle River, Alaska; Religious, Humanitarian; Board Member, Advisory Board(proprietor, partner, officer, director, employee, trustee, agent); 11/2019; During business hours: 0; After business hours: 4; Accounting/Bookkeeping, Check Signing/Funds Disbursements, Marketing *582 -Glacial Glaze Art Studio; Investment related: No; Wasilla, Alaska; Art/Culture, Manufacturing, Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 10; Other *625000- Archdiocese of Anchorage-Juneau Finance Council; Investment related: No; Anchorage, Alaska; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 3; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-07 |
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