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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
303 International Circle Suite 500, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Hunt Valley | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
RENTAL PROPERTY, OWNER; START DATE: 10/2003; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; INVESTMENT RELATED; OWINGS MILLS, MD *393906- Trust; Investment related-Yes; Baltimore, Maryland; 03/2020; During business hours: 2; After business hours: 2 * 393990- Trust; Mar 2020, Trustee/Co-Trustee, During Business Hours: 2; After Business Hours: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-22 |
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