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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| CT | RA | APPROVED | 2018-03-23 |
Branch Locations
433 South Main Street, West Hartford, CT 06110 • United States
1500 Main Street 19Th Floor, Springfield, MA 01115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | West Hartford | CT | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.DX URGENT CARE, LONGMEADOW, CA 01106, URGENT CARE, LIMITED PARTNER, 0 HOURS, 0 HOURS *197040- ROTARY INTERNATIONAL DISTRICT # 7890; Investment related: No; Evanston, Illinois; Civic/Community, Disaster Relief, Health and Welfare, Humanitarian; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2014; During business hours: 1; After business hours: 1; Administrative 3.616825 - IOLAR A HAON, LLC; Investment Related - Yes; West Suffield, Connecticut; Real Estate; Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2010; During Business Hours: 0; After Business Hours: 0; Other.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-19 |
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