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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-06-01 |
| PA | RA | APPROVED | 2009-09-29 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | W Conshohocken | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*252847: JEVS Human Services; Investment related: No; Philadelphia; PA; Charitable; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent);April 2016; During business hours: 1; After business hours: 1; Investment Decisions/Advice *316499 - SS Ventures LLC; Investment related; Philadelphia PA; Real Estate Investment; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2017; Passive/Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-21 |
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