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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-23 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
15341 South 94Th Avenue Suite 200, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Orland Park | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*194151 - Something For Kelly; Investment related - No; Dallas, Texas; Children/Youth; Board Member/ Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 05/2014; During business hours: 0 After business hours: 10;Fundraising, Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-22 |
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