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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-17 |
| TX | RA | APPROVED_RES | 2020-02-20 |
| PA | RA | APPROVED | 2009-12-03 |
Branch Locations
101 Larry Holmes Drive Suite 301, Easton, PA 18042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Bethlehem | PA | 12/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-23 |
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