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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 | 2017-03-21 |
| TX | RA | APPROVED | 2011-04-11 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
Brewster, MA • 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 | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Brewster | MA | 04/2016 | Present |
*506354- Brewster Town Zoning Board of Appeals; Investment related No; Brewster, Massachusetts; Government; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 3; Labor or Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-25 |
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