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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 |
| PA | RA | APPROVED | 2012-12-06 |
Branch Locations
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
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 Llc | Lancaster | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
Rental Property, Owner/Partner; Investment Related; Start Date:10/2016;During Business Hours:0, After Business Hours: 0;Bethany Beach DE 19930 *458808 - The Sea Glass Gals; Investment related - No; Ephrata, Pennsylvania; Art/Culture; Crafter (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 10; Crafter
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-24 |
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