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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Shrewsbury | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2015 | Present |
THE SEAGRASS COTTAGE, LLC 1631 HOLBROOK STREET, OAKHURST NJ 07755 PART OWNER OF THE LLC NO WORK IS DONE DURING NORMAL WORK HOURS. AT MOST I WORK 1 HOUR A MONTH HELPING PREPARE MONTH END SALES DATA FOR TAX REPORTING THE BUSINESS IS NOT AN INVESTMENT RELATED BUSINESS. BUSINESS LAUNCHED AROUND APRIL 2008 ALTHOUGH THE LLC WAS CREATED LATE 2007. *443647 - Trust; Investment related- Yes; Rumson, New Jersey; 07/2015; During business hours: 0; After business hours: 1 *443642 - Power of Attorney; Investment related - Yes; Rumson, New Jersey; 07/2015; During business hours: 0; After business hours: 0 *475755- Power of Attorney; Investment related Yes; Rumson, New Jersey; Power of Attorney; 01/2022; During business hours: 0; After business hours: 2; Investment Decisions/Advice, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
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