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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-02 |
| FL | RA | APPROVED | 2018-08-16 |
| PA | RA | APPROVED | 2012-03-16 |
Branch Locations
111 North Washington Avenue Suite 201, Scranton, PA 18503 • United States
Venice, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Venice | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. HOSPITAL AND HEALTCARE ASSOC. OF PA. HARRISBURG, PA. BOARD OF DIRECTORS. 1/04. NOT INVESTMENT RELATED. LESS THAN 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 2.Scranton chamber of commerce--a 501c6 /501c3 Investment related No; Scranton, PA; Long and short range planning and review; Board of directors (proprietor, partner, officer, director, employee, trustee, agent); Jun 2017; During business hours: 1.0; After business hours: 1.0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-06 |
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