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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-23 |
| TX | RA | APPROVED | 2023-02-03 |
| NY | RA | APPROVED | 2021-06-16 |
Branch Locations
Two Jericho Plaza, Jericho, NY 11753 • United States
Dix Hills, NY • United States
Boca Raton, FL • 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 | Jericho | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Dix Hills | NY | 04/2023 | Present |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-04 |
| S65 | Uniform Investment Adviser Law Examination | 1994-02-04 |
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