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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-09 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • 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 | Purchase | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Alfred University; Investment related No; Alfred, NY; Education; Alumni rep on Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 1; After business hours: 1 *669929- Town of Marblehead; Investment related: No; Marblehead, Massachusetts; Government; Shellfish Constable (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 2; After business hours: 3; Labor or Service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-23 |
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