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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
1700 M Street Nm 5Th Floor, Washington, DC 20036 • 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 Llc | Washington | DC | 02/2013 | 06/2026 |
| Ubs Financial Services Inc. | Washington | DC | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-08 |
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