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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-02-06 |
| PA | RA | APPROVED | 2011-02-15 |
| TX | RA | APPROVED_RES | 2011-02-14 |
Branch Locations
777 Township Line Road Suite 301, Yardley, PA 19067 • United States
Palm Beach Gardens, FL • United States
2 disclosure categories 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 | Yardley | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. Peskin family foundation trust; Not Investment related; Yardley, PA; Charity / Private Foundation; Trustee, partner, officer, director, employee, trustee, agent); Jul 2008; During business hours: 0.5; After business hours: 0.5; Aid in the selecting students whose college tuition will be partially paid by the foundation and will give financial advice to the trustee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-04 |
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