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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-01-23 |
| TX | RA | APPROVED_RES | 2014-02-11 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
Delray Beach, FL • United States
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • 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 |
*497803 - Addison Reserve Country Club-Finance Committee; Investment related - No; Delray Beach, Florida; Non-Profit Country Club Finance Committee; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 2; After business hours: 1; serve as one of the Finance Committee members and discuss issues brought before us (ex. budget, project financing, receivables)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-28 |
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