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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-20 |
| PA | RA | APPROVED | 2011-02-11 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Philadelphia | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
585709 - Green Building United; Investment Related - No; Philadelphia, Pennsylvania; Environmental, Education; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 1; After Business Hours: 9; Administrative *659320- Management Divisionat Penn State Great Valley School of Graduate Professional Studies; Investment related: No; Malvern, Pennsylvania; Public Schools ; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 2; After business hours: 1; Management Division Advisory Council member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-18 |
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