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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-19 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Pikesville | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 494411 - Trust; Investment related Yes; Baltimore, Maryland; Trust; Trustee/Co-Trustee; 05/2006; During business hours: 1; After business hours: 0; *494413- Trust; Investment related Yes; Baltimore, Maryland; Trust; Trustee/Co-Trustee; 05/2006; During business hours: 1; After business hours: 0; *493568 - Trust; Investment related Yes; Baltimore, Maryland; Trustee/Co-Trustee; 01/2007; During business hours: 1; After business hours: 1 *565824 - Baltimore Hebrew Congregation; Investment related-No; Baltimore, Maryland; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 2; monitoring, reviewing performance of investments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-03-09 |
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