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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-08 |
| CA | RA | APPROVED | 2025-03-18 |
Branch Locations
2 Theatre Square Suite 322, Orinda, CA 94563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Orinda | CA | 01/2025 | Present |
| Transit Systems Incorporated | Wayne | PA | 03/2021 | 12/2024 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2018 | 12/2024 |
| Lpi Masks | Chalfont | PA | 03/2020 | 03/2022 |
| Iron Hill Brewery | North Wales | PA | 06/2017 | 01/2021 |
| Central Bucks Athletic Association | Pipersville | PA | 08/2016 | 01/2021 |
| Pennridge High School | Perkasie | PA | 08/2014 | 05/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-17 |
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