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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-03 |
Branch Locations
141 Longwater Drive Suite 102, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Norwell | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*487727- Trust; Investment related -Yes; Marshfield, Massachusetts; Trust; Trustee/Co-Trustee; 10/2012; During business hours: 1; After business hours: 0; *487833 - Trust; Investment related -Yes; Marshfield, Massachusetts; Trust; Trustee/Co-Trustee; 10/2012; During business hours: 1; After business hours: 0; *487834 - Trust; Investment related -Yes; Marshfield, Massachusetts; Trust; Trustee/Co-Trustee; 10/2012; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-21 |
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