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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-18 |
| PA | RA | APPROVED | 2013-07-19 |
Branch Locations
2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • 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 | Sewickley | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*391580 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent);Feb 2020; During business hours: 0; After business hours: 1 *465316- POA; Investment related Yes; gibsonia, Pennsylvania; POA; 09/2017; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-27 |
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