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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-01 |
| OH | RA | APPROVED | 2022-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New Albany | OH | 02/2022 | Present |
| N.A. Property, Inc. | New Albany | OH | 03/1992 | 01/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2023 | Present |
599640 - The Columbus Jewish Foundation; Investment Related - No; Columbus, Ohio; Children/Youth, Religious; Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 1; After Business Hours: 1; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-20 |
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