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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
901 East Byrd Street Suite 2000, Richmond, VA 23219 • 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 | Richmond | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*436270 - Trust; Investment related -Yes; Ponte Vedra Beach, Florida; Trustee 05/2021; During business hours: 20; After business hours: 0. *479571 - Rental Property; Investment related - Yes; PonteVedra Beach, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 0; *485696- Timberwalk; Investment related -Yes; Ponte Vedra Beach, Florida; Condominium FOR RENT; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-27 |
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