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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| NH | RA | APPROVED | 2014-04-07 |
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 Smith Barney Llc | Boston | MA | 03/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | Present |
JETS Fitness Development, LLC; Not investment related; Woburn, MA; Private Company; Partner; Start date: 09/2007; During business hours: 0; After business hours: 0 *500283- Woburn Public Library Board of Trustees; Investment related-No; Woburn, Massachusetts; Art/Culture, Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 2; Business Development/Growth, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-17 |
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