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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-22 |
| PA | RA | APPROVED | 2010-12-02 |
Branch Locations
899 Cassatt Road Suite 100, Berwyn, PA 19312 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Berwyn | PA | 06/2009 | Present |
(1) 42748 - Rotary Club of King of Prussia; Not Investment Related; King of Prussia, PA; Charity; Board Member; Start September 1999; During business hours: 0; After business hours: 5; Support local Non Profit Organizations such as the Lower Merion Scholarship Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-19 |
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