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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
701 Town Center Drive Suite 902, Newport News, VA 23606 • 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 | Newport News | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Rental Property; Wintergreen VA; Sole Proprietor / Owner / Partner; Rental; Investment related; 0,3 Public Speaking to non-profit organizations; Public Speaking to non-profit organizations; 01/2017; Public Speaking to non-profit organizations; Not Investment related; Board member; Giving presentations or speeches to non-profits or board governance; 01/2017; 0,5 * 420465 - Hampton Roads Community Foundation; Investment related Yes; Norfolk, VA; Private Foundation; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); Jan 2021; During business hours: 0; After business hours: 1; Marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-21 |
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