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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
| NJ | RA | APPROVED | 2022-07-28 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Florham Park | NJ | 03/2022 | 05/2022 |
| Reverse Mortgage Funding Llc | Bloomfield | NJ | 01/2019 | Present |
| Katahdin Realty Management | Chatham | NJ | 03/2013 | 01/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2022 | Present |
| Morgan Stanley Smith Barney Llc | Florham Park | NJ | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-01 |
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