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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-27 |
| PA | RA | APPROVED | 2012-02-27 |
Branch Locations
419 Village Drive Suite 1, Carlisle, PA 17015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Purchase | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*OBI - 562300 - United Way of Carlisle & Cumberland County ; Investment related - No ; Carlisle, Pennsylvania ; Children/Youth: Civic/Community: Economic Assistance: Education: Hardship Assistance: Health and Welfare: Medical ; Investment Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 9/2023 ; During business hours : 0 ; After business hours : 1 ; The UW has an endowment. That endowment is managed by a local trust department. The committee is in charge of monitoring the trust and their management of the endowment *394241 - Carlisle Family YMCA; Investment related: No; Carlisle, Pennsylvania; Children/Youth:Civic/Community:Social & Recreational:Sports; Board Member:Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 0; After business hours: 3; Business Development/Growth:Fundraising:Other
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-05 |
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