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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
450 Essjay Road Suite 100, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Williamsville | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Rental Property; Cheektowaga, NY; Rental; Investment related; Sole Proprietor / Owner / Partner; 03/2014; During business hours: 0; After business hours: 0 *493418 - Brookfield Country Club Womens Assocaiton; Investment related: No; Williamsville, New York; Country Club; Past President of Womens Association of the club - not the Board of Directors(proprietor, partner, officer, director, employee, trustee, agent); 4/2022; During business hours: 1; After business hours: 9; Other:Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-15 |
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