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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2012-02-24 |
| TX | RA | APPROVED | 2012-02-24 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 02/2012 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | Present |
1. PRIVATE COMPANY. CONDO ASSOC. BOARD MEMBER. 232 BEACON CONDOMINIUM TRUST. MANAGE CONDOMINIUM FUNDS - HOLD TRUST FOR CONDO ASSOCIATION. DURING BUSINESS HOURS: 0. AFTER BUSINESS HOURS 1. 2. Rental Property; Investment related; Boston MA; renting; Owner of property, (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 0.5; receiving rental income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
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