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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-07 |
| PA | RA | APPROVED | 2011-01-27 |
Branch Locations
214 Senate Avenue 7Th Floor, Camp Hill, PA 17011 • United States
Elizabethtown, PA • 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 Smith Barney Llc | Camp Hill | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1.Independent Contractor; Not Investment related; Arbitrator for FINRA; 03/2017; During business hours: 0, After business hours: 6 2.The Mohler Center; Investment related - No; Hershey, Pennsylvania; Charity / Private Foundation; Finance Committee Chairman (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 1 *360919- Senior Citizens Center of Derry Township DBA The Leader Center for Active Life; Investment related: No; Hershey, Pennsylvania; Health and Welfare; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 1; After business hours: 2; Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-20 |
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