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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 |
| NJ | RA | APPROVED | 2009-06-01 |
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 Llc | Mount Laurel | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
(1) LARJUD; DELAWARE; MANAGE FAMILY REAL ESTATE HOLDINGS; INVESTMENT RELATED; START 2009; DURING BUSINESS HOURS: 0; AFTER BUSINESS HOURS: 0. (2) 315 ROUTE 70 E LTD; CHERRY HILL, NJ; PRESIDENT; INVESTMENT RELATED; START 2006; DURING BUSINESS HOURS: 0; AFTER BUSINESS HOURS: 0. (3) OREL REALTY CORP; PALM BEACH, FL; INVESTMENT RELATED; START 2008; DURING BUSINESS HOURS: 0,AFTER BUSINESS HOURS: 2. (4) 325 RT.70 E LTD; CHERRY HILL, NJ; GENERAL PARTNER/MANAGER; INVESTMENT RELATED; START 2006; DURING BUSINESS HOURS: 1; AFTER BUSINESS HOURS: 3. (5) MATSAND; CHERRY, NJ; PRESIDENT; INVESTMENT RELATED; START 2008; DURING BUSINESS HOURS: 0,AFTER BUSINESS HOURS: 0. (6) LIEBMAN HOLDINGS LLC; CHERRY HILL, NJ; GENERAL PARTNER; INVESTMENT RELATED; START 2009; DURING BUSINESS HOURS: 0; AFTER BUSINESS HOURS: 1. (7) Tanager Assoc Ltd; Investment Related; Rental Real Estate; Sole Proprietor / Owner / Partner; Start April 2008; During business hours: 0; After business hours: 2. (8) Loan; Investment Related; Sole Proprietor / Owner / Partner; Start November 2018; During business hours: 0; After business hours: 0; Mortgager. (9) 64695 - Real Estate; Investment Related; Real Estate; Sole Proprietor / Owner / Partner; Start November 2019. (10) 427977 - Trust; Not Investment Related; Cherry Hill, NJ. (11) 485930 - Trust; Investment Related; Cherry Hill, NJ; Trustee / Co-Trustee; Start August 2016; During business hours: 1; After business hours: 0. (12) 485934 - Trust; Investment Related; Cherry Hill, NJ; Start May 2013; During business hours: 1; After business hours: 0. (13) 493773 - 2025 Pine LLC; Investment Related; Cherry Hill, NJ; Real Estate, Sole Proprietor / Owner; Start April 2022; During business hours: 0; After business hours: 1; Check Signing, Funds Disbursements, Accounting, Bookkeeping, Administrative. (14) 494268 - Rental Property; Investment Related Yes; Margate, NJ; Real Estate; Sole Proprietor / Owner; Start April 2022; During business hours: 0; After business hours: 1; Check Signing, Funds Disbursements, Accounting, Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-27 |
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