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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-04 |
| SC | RA | APPROVED | 2023-05-02 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Garden City | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. HOFSTRA UNIVERSITY; 1000 FULTON AVE, HEMPSTEAD, NY - EDUCATION - INSTRUCTOR - OVERVIEW OF REAL ESTATE INVESTMENT TRUST (CE)- 3 HRS WEEKLY NOT DURING SEC TRADING HOURS*** 3. CHAUTAUQUA INSTITUTE; CHAUTAUQUA, NY; SPEAKER FOR CLASS COURSE; BASIC PRESENTATION ON MARKET OVERVIEW AND ASSET ALLOCATION; TEACHING A 2 DAY CLASS, 1.5HR PER DAY; INSTITUTE FUNCTIONS AS A SCHOOL 10 WEEKS PER YR IN THE SUMMER MONTHS; 06/2017 *589649- Green Jasper LLC; Investment related: Yes; Palm Beach Gardens, Florida; Dog grooming; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 2; After business hours: 8; Sales/Marketing, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1979-12-19 |
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