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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-07 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
15 Independence Boulevard 1St Floor, Warren, NJ 07059 • 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 | Warren | NJ | 11/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *396602 - Trust; Investment related- Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); December 2006 ; During business hours: 2; Advice. 2. *404236 - Trust; Investment related -Yes; Amelia Island, Florida; Successor trustee; 06/2014; During business hours: 5; After business hours: 0; 3. *404233 - Trust; Investment related -Yes; Amelia Island, Florida; Successor Co-trustee; 02/2005; During business hours: 5; After business hours: 0; Investment Decisions/Advice 4. *544259 - Trust; Investment related Yes; Amelia Island, Florida; 03/2023 ; During business hours: 0; After business hours: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-30 |
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