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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-19 |
| SC | RA | APPROVED | 2023-05-17 |
| PA | RA | APPROVED | 2020-12-11 |
| TX | RA | APPROVED_RES | 2020-12-11 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
West Dennis, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Philadelphia | PA | 01/1995 | 12/2020 |
| Morgan Stanley Smith Barney Llc | West Conshohocken | PA | 12/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | Present |
2 Armada Street, Hilton Head, SC 29928 United States / Other second home at 2 Armada Street, Hilton Head, SC 29928 / Real Estate / Other / Start Date 8/27/2018 / No / No / *419843 - Indian Creek Foundation; Investment related No; Souderton, PA; Non-Profit, Charitable; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Oct 2015; During business hours: 2; After business hours: 2. *607663 - Eisen Charitable Foundation; Investment related: No; Lafayette Hill, Pennsylvania; Does not fund raise. Only does grants to non-profit entities; Founder (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 0.5; Investment Decisions/Advice, Administrative, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-21 |
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