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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-14 |
| TX | RA | APPROVED | 2022-04-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Mount Laurel | NJ | 02/2012 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Mount Laurel | NJ | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | Present |
*498248 - MDR Real Estate LLC; Investment related Yes; Moorestown, New Jersey; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2013; During business hours: 0; After business hours: 1; Administrative, Property Management, Check Signing/Funds Disbursements, Business Development/Growth, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-09 |
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