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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-12-15 |
| TX | RA | APPROVED_RES | 2018-12-27 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
11951 Freedom Drive Suite 1200, Reston, VA 20190 • United States
Aiken, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Reston | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1) PSM; Not investment related; Great Falls, Virginia; consulting on accounts receivable for professional practices; Treasurer; 01/1991; During business hours: 0; After business hours: 0 2) Louisville; Investment related; Louisville, Colorado; Rental property; Owner; 06/2007; During business hours: 0; After business hours: 0 3) Belvedere; Investment related; Arlington, Virginia; Rental property; Owner; 01/1987; During business hours: 0; After business hours: 0 *370723 - Rental Property; Investment related Yes; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 1; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-27 |
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