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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-09-25 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
Fenwick Island, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Lutherville | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. The Associated Jewish Charities ; Investment Related No ; 401K Committee ; Commitee Member ; Jan 2017 ; During business hours: 2 ; After business hours: 0 ; Provide assistance with the 401k for The Associated Jewish Charities. Manager selection, asset allocation etc 2. *496558 - Baltimore Hebrew Congregation; Investment related No; Baltimorel, Maryland; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-26 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-16 |
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