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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 | 2020-05-14 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. PWM GROUP LLC; PRIMARILY A HOLDING CORP FOR LIFE AND DISABILITY INSURANCE BEING PURCHASED BY MSSB AFFILIATED FAS ON EACH OTHER AND FOR EACH OTHER.; 08/2011 MEMBER 0 HOURS DURING 0 HOURS OUTSIDE 2. *448147 - Dental Whale; Investment related - No; Miami, Florida; Hospital/Healthcare; Board Observer (proprietor, partner, officer, director, employee, trustee, agent); 07/2021 During business hours: 0.25; After business hours: 0; 3. *421903 - Trust; Investment related - Yes; VIENNA, Virginia; Successor Role; 02/2021; During business hours: 0; After business hours: 0; 4. *491742 - Buffalo LLC; Investment related No; Las Vegas, Nevada; Investor; Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-07 |
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