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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2020-08-31 |
| TX | RA | APPROVED | 2020-08-28 |
Branch Locations
6532 East Quaker Road, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Buffalo | NY | 11/2008 | 08/2020 |
| Morgan Stanley Smith Barney Llc | Orchard Park | NY | 08/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2020 | Present |
*410107 - Rental Property; Investment related Yes; Hamburg, NY; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); April 2010; During business hours: 0; After business hours: 2; Property Management . *410202 - Sands Rental Property; Investment related Yes; Blasdell, NY; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2010; During business hours: 0; After business hours: 2; Property Management *410204 - Sands Rental; Investment related Yes; Orchard Park, NY; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2010; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-07 |
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