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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 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
701 Town Center Drive Suite 902, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Newport News | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 481265 - Trust; Investment related Yes; City, State; Trust; Trustee/Co-Trustee; 01/2022; During business hours: 3; After business hours: 2; Estate Administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-24 |
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