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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-04-25 |
| NJ | RA | APPROVED | 2015-09-11 |
| TX | RA | APPROVED_RES | 2015-09-10 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boston | MA | 08/2015 | 09/2022 |
| Morgan Stanley Private Bank, N.A. | Boston | MA | 04/2017 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
*367512 - Gold Coast RE Holdings LLC; Investment related; Wilmington, Delaware; Real Estate Investing; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 4; Will be investing in discounted properties in need of work, renovating them to sell at a profit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-13 |
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