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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-03-24 |
| TX | RA | APPROVED | 2014-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mt. Laurel | NJ | 03/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *259880 - SHORE TEEKE LLC, OWNER; AQUIRE PRIVATE REAL ESTATE FOR DELVELOPMENT AND FUTURE SALE; MEDFORD, NJ; START DATE: 06/2016; DURING BUSINESS HOURS-0; AFTER BUSINESS HOURS-1; INVESTMENT RELATED 2. *623325 - Harvey Cedars Open Space Committie; Investment Related - No; Harvey Cedars, New Jersey; Government; Other Committee: Advisory Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 3; Provides advice to the Commissioners on how to utilize a designated property tax assessment. to Does not provide any financial/fiscal advice to the Borough nor any solicitation of business in any shape or form. maintain open space in Harvey Cedars, i.e., purchases of available property..
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-08 |
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