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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| HI | RA | APPROVED | 2011-12-02 |
Branch Locations
733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Honolulu | HI | 12/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*447538 - Rotary Club of Metropolitan Honolulu; Investment related - No; Honolulu, Hawaii; Children/Youth, Art/Culture, Civic/Community, Economic Assistance, Health and Welfare, Humanitarian; Board Member & President (proprietor, partner, officer, director, employee, trustee, agent);07/2021; During business hours: 5; After business hours: 9; Business Development/Growth, Check Signing/Funds Disbursements, Administrative *563697 - Rotary Club of Metropolitan Honolulu; Investment related- No; Honolulu, Hawaii; Art/Culture, Children/Youth, Civic/Community, Education, Health and Welfare, Humanitarian, Social & Recreational; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 3; After business hours: 7; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-05 |
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