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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| OR | RA | APPROVED | 2010-01-06 |
Branch Locations
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 | Medford | OR | 01/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1) TKO VIDEO COMMUNICATIONS; SAN JOSE, CA; VIDEO COMMUNICATIONS; MEMBER OF BOARD OF DIRECTORS; NO TIME SPENT DURING SECURITIES TRADING HOURS; ATTEND 2 MEETINGS PER YEAR RELATING TO BEST PRACTICES IN GROWING AND MANAGING BUSINESS *621050 - Sellwood Ventures LLC; Investment Related Yes; Medford, Oregon; Investment/Finance/Banking; Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2024; During Business Hours: 0; After Business Hours: 4; Investment Decisions/Advice *557138- Philadelphia Rental Property; Investment related-Yes; Philadelphia, Pennsylvania; Rental Property; Other (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 1; Passive Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-23 |
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