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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-08-05 |
| TX | RA | APPROVED_RES | 2011-08-25 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Boston | MA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
*393576 - Scout & Cellar; Investment related - No; Farmers Branch, Texas; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); Mar 2020; During business hours: 0; After business hours: 4; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-18 |
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