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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-27 |
| CT | RA | APPROVED | 2020-05-14 |
| TX | RA | APPROVED_RES | 2010-06-14 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Garden City | NY | 05/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 471222 Trust; Investment related Yes; Hewlett, New York; Trust; Trustee/Co-Trustee ; 05/2017; During business hours: 4; After business hours: 0; Investment Decisions/Advice, Check Signing/Funds Disbursements *535018 - Commack Fire Department; Investment related: No; Commack, New York; Government; Officer (non-board member) : 1st Lieutenant (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 10; Labor or Service *680458- Commack Fire Department; Investment related: No; Commack, New York; Government; Officer (non-board member), Captain (proprietor, partner, officer, director, employee, trustee, agent); 12/2026; During business hours: 0; After business hours: 20; Check Signing/Funds Disbursements, Administrative, Labor or Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-24 |
| S65 | Uniform Investment Adviser Law Examination | 1994-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-16 |
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