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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-04 |
| NJ | RA | APPROVED | 2012-12-17 |
Branch Locations
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
Tuckahoe, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Purchase | NY | 12/2012 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2012 | Present |
| Morgan Stanley & Co. Llc | Purchase | NY | 01/2023 | Present |
1. *429722 - Trust; Investment related - Yes; Naples, Florida; Successor Trustee; 07/2021; During business hours: 0; After business hours: 0; Estate Administration 2. *429948 - Trust; Investment related - Yes; Naples, Florida; Successor Trustee; 07/2021; During business hours: 0; After business hours: 0; Estate Administration
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-25 |
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