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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-12 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Deerfield | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. BELSON INVESTMENTS FAMILY LIMITED PARTNERSHIP; HIGHLAND PARK, IL; GENERAL PARTNER; 2 HOURS PER MONTH DURING NON-TRADING HOURS AND 2 HOURS PER MONTH DURING TRADING HOURS 2. BELSON MANAGEMENT LLC, 1% OWNER; DURING BUSINESS HOURS- 1; AFTER BUSINESS HOURS- 1; START DATE: 08/2012; PAY INVOICES & MANAGE INVESTMENTS; INVESTMENT RELATED; BOURBONNAIS, IL 3. RENTAL PROPERTY, OWNER; START DATE: OCT/2017; UNIT 1006 CHICAGO, IL; INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0 4. *371271 - POA; Investment related Yes; Highland Park, IL; POA; Apr 2012; During business hours: 1; After business hours: 0; 6. *423198 - Trust; Investment related - Yes; Highland Park, Illinois; Trustee; 05/2016; During business hours: 4; After business hours: 0 *483628 - Trust; Investment related: Yes; Chicago, Illinois; Trustee/Co-Trustee; 02/2022; During business hours: 4; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1979-11-07 |
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