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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-28 |
| SC | RA | APPROVED | 2024-03-13 |
| CT | RA | APPROVED | 2023-01-05 |
| TX | RA | APPROVED_RES | 2009-08-06 |
Branch Locations
141 Longwater Drive Suite 102, Norwell, MA 02061 • United States
Shallotte, NC • 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 |
|---|---|---|---|---|
| St. Joseph College | Windham | ME | 03/1996 | Present |
| Morgan Stanley Smith Barney Llc | Norwell | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*908- Sand Rooster Ranch, LLC; Investment related: Yes; Monetta, South Carolina; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2016; During business hours: 0; After business hours: 4; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-05 |
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