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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sea Girt | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1.*541363 - Borough of Brielle; Investment related No; Brielle, New Jersey; Political Office; Elected for Political Office, Mayor (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 8; Running for Political Office/Campaigning. 2.*366715- Brielle Union Partners; Investment related -No; Brielle, New Jersey; Restaurant/Bar/Nightclub; none owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2016; During business hours: 0; After business hours: 0; 3. *365571- 2G2K LLC; Investment related -Yes; Brielle, New Jersey; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 07/2010; During business hours: 0; After business hours: 0; 4. *390331 - POA; Feb 2020; Power of Attorney. 5.*65199-Borough of Brielle; Investment related -No; Brielle, New Jersey; Political Office; Elected for Political Office(proprietor, partner, officer, director, employee, trustee, agent); 01/1999; During business hours: 0; After business hours: 5; Running for Political Office/Campaigning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-15 |
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