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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-01 |
| TX | RA | APPROVED_RES | 2014-02-11 |
| VT | RA | APPROVED | 2009-06-01 |
Branch Locations
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Colchester | VT | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Real estate; Investment related; Naples, FL; Rental property; Owner; 09/2017; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-28 |
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