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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-12-22
NJ RA APPROVED 2012-01-16
  • TX RA
    APPROVED_RES
    Since 2014-12-22
  • NJ RA
    APPROVED
    Since 2012-01-16

Branch Locations

330 Fellowship Road, Mount Laurel, NJ 08054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Mt. Laurel NJ 08/2011 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 08/2011 → Present
    Morgan Stanley Smith Barney Llc
    Mt. Laurel, NJ
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

*701955 - Bayshore Ventures, LLC; Investment related - Yes; Medford, New Jersey; Investment/Finance/Banking; LLC Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 1; Passive Investor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-13
  • S66 Uniform Combined State Law Examination
    2012-01-13
Other Names
  • Joseph Udine

View on SEC IAPD

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