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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-02 |
| PA | RA | APPROVED | 2011-02-02 |
Branch Locations
1350 Broadcasting Road Suite 100, Wyomissing, PA 19610 • United States
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Lancaster | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *218282 - Pequea valley School Board; Investment related No; Kinzers, Pennsylvania; Public Schools; Board Member, Elected for Political Office (proprietor, partner, officer, director, employee, trustee, agent); 12/2003; During business hours: 0; After business hours: 6; School District Administration, Budget Approvals, Personnel approvals, Raising funds for construction projects through bond issuance, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-22 |
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