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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
1 disclosure category 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 | Mount Laurel | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 72291 - Ronald McDonald House of SNJ; Not Investment Related; Camden, NJ; Non-Profit; Board Member, Finance Committee; Start January 2022; During business hours: 3; After business hours: 0; Accounting/Bookkeeping, Check Signing/Funds Disbursements. (2) 548331 - JDF SIGINT LLC; Investment Related; Cherry Hill, NJ; Technology; Sole Proprietor/Owner; Start April 2023; During business hours: 0; After business hours: 5; Check Signing/Funds Disbursements, Administrative, Business Development/Growth. (3) 585946 - JFD SIGINT II LLC; Investment Related; Cherry Hill, NJ; Technology; Sole Proprietor/Owner, Partner; Start February 2024; During business hours: 0; After business hours: 4; Business Development/Growth, Check Signing/Funds Disbursements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1980-04-16 |
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