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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Red Bank | NJ | 03/2008 | Present |
| Morgan Stanley Smith Barney | Red Bank | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*622585 - Church of the Nativity Fair Haven, NJ; Investment related: No; Fair Haven, New Jersey; Religious; Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 3/2025; During business hours: 0; After business hours: 1; Administrative:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-01 |
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