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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-07 |
| RI | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Wellesley | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2. Town of Medway Investment Advisory Committee; Not Investment related; Government / Municipality / Political; Volunteer Committee Member (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 1; Finance Committee *424320- Town of Medway, Massachusetts; Investment related: No; Medway, Massachusetts; Political Office; Select Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 10; Oversee town opeating budget and capital projects. Same as prior term
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-04 |
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