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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| PA | RA | APPROVED | 2010-09-17 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • 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 | Allentown | PA | 03/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | Present |
*449097 - Rental property; Investment related - Yes; Bethlehem, Pennsylvania; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 6;land lord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-15 |
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