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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-14 |
Branch Locations
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 | Jericho | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1 -SOONER OR LATTE, USA, 320 FOXWOOD LANE, MILLNECK, NY. CONCIERGE & MARKETING COFFEE SERVICE; PRESIDENT; HOLD 40 SHARES (40%); QUATERLY OVERSIGHT; MANAGEMENT & STRATEGIC REVIEW; 1HR/WKLY** 2. *417393 - Zoning Board of Appeals, Village of Mill Neck, NY; Investment related - No; Mill Neck, New York; Government; Zoning Board Member (proprietor, partner, officer, director, employee, trustee, agent) ; 12/2020; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-15 |
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