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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| PA | RA | APPROVED | 2025-11-07 |
Branch Locations
2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sewickley | PA | 07/2025 | 10/2025 |
| Bridgeway | Moon Township | PA | 05/2023 | 10/2025 |
| Northwestern Mutual | Greentree | PA | 08/2022 | 12/2022 |
| Carlynton School District | Carnegie | PA | 08/2022 | Present |
| Allegheny County | Robinson Township | PA | 05/2015 | 08/2021 |
| Washington & Jefferson | Washington | PA | 08/2018 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Sewickley | PA | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
*665005- Carlynton School District; Investment related-No; Carnegie, Pennsylvania; Coaching; Boy's Soccer Coach(proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 12; After business hours: 68; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-07 |
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