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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-03-04 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
303 Lippincott Drive Suite 300, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Voorhees | NJ | 04/2007 | Present |
| Morgan Stanley Smith Barney | Voorhees | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
WILDFLOWER BAND, MUSICIAN; START DATE: 02/2016; NON-INVESTMENT RELATED; 2-3 TIMES PER MONTH, NO DURING BUSINESS HOURS; MARLTON, NJ Freelance Guitarist; Not Investment related; Independent Contractor; Musical performances; 04/2017; During Business hours: 0, After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-21 |
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