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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-23 |
Branch Locations
1 Technology Drive, Westborough, MA 01581 • United States
Framingham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Westborough | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Rental Property; East Dorset, VT; Rental; Investment related; Sole Proprietor / Owner / Partner; 07/2017; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-01 |
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