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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-11 |
| PA | RA | APPROVED | 2011-02-03 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. *168363 - Har Zion Temple;Investment related :No; Penn Valley, Pennsylvania; Non-Profit ; Trustee(proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 5; Trustee of the organization 2.*472419 - Philadelphia Union Foundation; Investment relate -No; Chester, Pennsylvania; Civic/Community; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 1/2022; During business hours: 0; After business hours: 10;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-02 |
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