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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2010-06-04 |
| TX | RA | APPROVED | 2010-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Fairhope | AL | 06/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*507414 - Estate; Investment related Yes; Austin, Texas; Executor/Co-Executor (Active), Trustee/Co-Trustee; 06/2022; During business hours: 3; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-01 |
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