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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| IL | RA | APPROVED | 2009-06-01 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Champaign | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
TO SERVE AS AN ADVISORY BOARD MEMBER WITH SINFONIA DA CAMERA. *564188- The High School of St. Thomas More; Investment related -No; Champaign, Illinois; Education; Assistant Golf Coach (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 8; After business hours: 12; Helping Head Coach develop basic skills with the game of golf with the students
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-21 |
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