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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| VT | RA | APPROVED | 2009-06-01 |
Branch Locations
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
628 Mountain Road Suite 1, Stowe, VT 05672 • 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 | Stowe | VT | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. RENTAL PROPERTY. WINOOSKI, VT. 1995. 3 HOURS PER MONTH, NONE DURING SECURITIES TRADING HOURS. ************************************************************************************************************************************ 3.*67950- KVG LLC; Investment related-Yes; stowe, Vermont; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2010; During business hours: 0; After business hours: 6; Property Management *625118 - Rental Property; Investment Related - Yes; STOWE, Vermont; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/1996; During Business Hours: 1; After Business Hours: 3; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-20 |
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