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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-30 |
| TX | RA | APPROVED_RES | 2020-08-13 |
| DC | RA | APPROVED | 2009-06-01 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • 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 | Washington | DC | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*450384 - Power of Attorney; Investment related - Yes; Washington, District of Columbia; 09/2021; During business hours: 0; After business hours: 10 *631519 - Author -- Financial Custody: You Your Money, and Divorce; Investment related: No; Washington; District of Columbia; Other; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2001; During business hours: 0; After business hours:0; author
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-07 |
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