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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
519 West Jubal Early Drive Suite 300, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Winchester | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. BRADDOCK STREET UNITED METHODIST CHURCH INVESTMENT OVERSIGHT COMMITTEE; VIRGINIA; REVIEW CHURCH'S INVESTMENT PORTFOLIO; 2 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 04/2014 2. CJE FAMILY TRUST, OWNER; RENTAL PROPERTY; STEPHENSON, VA; START DATE: 06/2016; DURING BUSINESS HOURS-0; AFTER BUSINESS HOUR-1; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-29 |
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