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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-09-29 |
Branch Locations
112 Worcester Street, Wellesley, MA 02481 • United States
Newbury, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Wellesley | MA | 03/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*468342 - Trust; Investment related - Yes; Dover, Massachusetts; 05/2014; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-04 |
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