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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-01-28 |
| TX | RA | APPROVED_RES | 2020-05-13 |
Branch Locations
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 Smith Barney | Wellesley | MA | 09/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *412269 - Estate; Investment related Yes; Needham, MA; 09/2020; During business hours: 2; After business hours: 3. 3. *414827 - Trust; Investment related Yes; Needham, MA; 12/2020; During business hours: 1; After business hours: 0. *600446 - Price Capital LLC; Investment related: Yes; centerville, Massachusetts; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-12-03 |
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