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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 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Morristown | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*436557 - Walker Pond Conservation Committe; Investment related - No; Gould Ave; North Caldwell; Government; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-26 |
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