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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| NJ | RA | APPROVED | 2013-09-26 |
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 | Flemington | NJ | 09/2013 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*219536 - Albri, LLC; Investment related: Yes; Flemington, New Jersey; Investment AAA account at Morgan Stanley; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2014; During business hours: 1; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-05 |
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