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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-14 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| DC | RA | APPROVED | 2009-06-01 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Washington | DC | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. MEDVANCE INSTITUTE D/B/A KIMC INVESTNENTS, LP/ ATLANTIS, FLORIDA/ POST SECONDARY EDUCATION COMPANY/ JANUARY 2003/ CONFERANCE CALLS AND SEVERAL MEETINGS A YEAR/ ASKED TO BE A MEMBER OF THE BOARD OF DIRECTORS 2. TAX PLANNING ASSOC, INC./ POTOMAC MD/ INVESTMENT RELATED/ VICE PRESIDENT MAY 2005/ 2-4 HOURS A MONTH 3.*457440- Trust; Investment related -Yes Alexandria, Virginia; Trust; Trustee/Co-Trustee,; 10/2021; During business hours: 1; After business hours: 0; *457774- Trust; Investment related Yes; Alexandria, Virginia; Trust; Trustee/Co-Trustee; 10/2021; During business hours: 1; After business hours: 0; *447442- Trust; Investment related Yes; Alexandria, Virginia; Trust; Trustee/Co-Trustee; 10/2021; During business hours: 1; After business hours:0 *457444- Trust; Investment related Yes; Alexandria, Virginia; Trust; Trustee/Co-Trustee; 10/2021; During business hours: 1; After business hours:0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-27 |
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