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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-10 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2011-05-27 |
| NJ | RA | APPROVED | 2011-05-23 |
Branch Locations
1212 Troy Schenectady Road, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Latham | NY | 01/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-11 |
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