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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| ME | RA | APPROVED | 2009-06-01 |
Branch Locations
100 Middle Street 3Rd Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Portland | ME | 03/2008 | Present |
| Morgan Stanley Smith Barney | Portland | ME | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*588277 - Skye Realty, LLC ; Investment related - Yes ; Falmouth, Maine ; Real Estate ; President(proprietor, partner, officer, director, employee, trustee, agent) ; 12/2000 ; During business hours : 0 ; After business hours : 0 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-24 |
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