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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-23 |
| FL | RA | APPROVED | 2020-09-22 |
| TX | RA | APPROVED_RES | 2020-07-09 |
| NJ | RA | APPROVED | 2019-03-28 |
Branch Locations
2500 Westchester Ave Stes 201 & 203, Purchase, NY 10577 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 03/2019 |
| Morgan Stanley Smith Barney Llc | Pearl River | NY | 06/2009 | 01/2018 |
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 01/2018 | 03/2019 |
| Morgan Stanley Smith Barney Llc | Palm Beach Gardens | FL | 01/2018 | 04/2018 |
| Wells Fargo Clearing Services Llc | New City | NY | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-07 |
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