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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
800 East 96Th Street Suite 400, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Indianapolis | IN | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*178203 - Rental Property; Investment related - Yes; Lebanon, Indiana; Real Estate; Trustee (proprietor, partner, officer, director, employee, trustee, agent); 11/2013; During business hours: 0; After business hours: 1; Property Management, Administrative, Check Signing/Funds Disbursements, Customer Service, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-27 |
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