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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-01 |
| TX | RA | APPROVED_RES | 2020-02-19 |
| DC | RA | APPROVED | 2009-06-01 |
Branch Locations
1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States
Alexandria, VA • United States
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 & Co. Incorporated | Washington | DC | 03/2009 | Present |
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*430739 - Christ Church Georgetown; Investment related Yes; Washington, DC; Religious Organization; Finance Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 2; After business hours: 3.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-08 |
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