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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-07-30 |
Branch Locations
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Newtown Square | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
67994 - Pennsbury Township, Commission Fire/Emergency Medical Services; Investment Related - No; Chadds Ford, Pennsylvania; Government; Board Member, Official Role with Political Organization (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2018; During Business Hours: 0; After Business Hours: 1; Other.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-20 |
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