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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-02 |
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 | Waltham | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*549571 - Massachusetts Center for Employee Ownership; Investment Related - No; boston, Massachusetts; Government; Advisory Board Memeber(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 1; After Business Hours: 2; Advising State Center of employee ownership
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-24 |
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