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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-08 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
303 International Circle Suite 500, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Hunt Valley | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*696096 - 5118 Terrace Drive LLC; Investment related -Yes; Fork, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 2; Member of LLC which is deeded owner of property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-26 |
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