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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-25 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
701 Town Center Drive Suite 902, Newport News, VA 23606 • 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 | Newport News | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*542502 - Stonebridge Education Foundation; Investment related No; Chesapeake, Virginia; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 3; Advise concerning demographic and population wishing to reach along with advising concerning at risk scholarship.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-12 |
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