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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-08-04 |
| DE | RA | APPROVED | 2009-06-01 |
Branch Locations
500 Dupont Field Blvd. Suite 300, Greenville, DE 19807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Greenville | DE | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 44334 - FINRA / Not Investment Related / Washington, DC / SRO / Arbitration Panel Member / Start 01-January-2001 / During business hours: 0 / After business hours: 0.5 / Labor, Service. (2) 42054 - Bizybiz LLC / Investment Related / Wilmington, DE / Consulting, Publishing, Technology / Officer, Employee / Start 01-January-2003 / During business hours: 0 / After business hours: 1 / Administrative. (3) 699326 - Bizybiz LLC dba Exzst Entertainment / Investment Related / Wilmington, DE / Art, Culture / Partner / Start 15-July-2026 / During business hours: 0 / After business hours: 1 / Administrative. Motion picture development. (4) 704012 - Paul Bechly - Creative Artist / Not Investment Related / Wilmington, DE / Art, Culture / Creator of Physical Art / Start 05-August-2026 / During business hours: 0 / After business hours: 1 / Administrative, Accounting, Bookkeeping, Sales, Marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-12 |
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