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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-15 |
| TX | RA | APPROVED_RES | 2024-11-15 |
Branch Locations
303 Lippincott Drive Suite 300, Marlton, NJ 08053 • 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 | Mount Laurel | NJ | 06/2009 | 01/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 01/2017 |
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 03/2013 | 10/2016 |
| Raymond James & Associates | Mount Laurel | NJ | 01/2017 | 11/2024 |
| Morgan Stanley Smith Barney Llc | Marlton | NJ | 11/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-15 |
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