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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| DC | RA | APPROVED | 2009-06-01 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • United States
Vero Beach, FL • United States
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 | Washington | DC | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*486603 - Estate ; Investment related -Yes; Alexandria, Virginia; Successor Role; 02/2022; During business hours: 1; After business hours: 0; *618237 - Rental Property; Investment Related - Yes; Washington, District of Columbia; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2020; During Business Hours: 1; After Business Hours: 0; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-21 |
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