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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
303 Lippincott Drive Suite 300, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Voorhees | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.CURE FRAGILE X FOUNDATION,INC. VICE PRESIDENT 2.CONGREGATION BETH EL PRESIDENT *55288 - Safety In Groups,Inc.; Investment related No; Cherry Hill, NJ; Children/Youth, Health and Welfare Board Member (proprietor, partner, officer, director, employee, trustee, agent); Oct 2011; During business hours: 2; After business hours: 3; Business Development/Growth, Marketing. *526127 - POA; Investment related: Yes; Delray Beach, Florida; POA; 11/2022; During business hours: 0.50; After business hours: 1.50; *526117 - POA; Investment related: Yes; Delray Beach, Florida; POA; 11/2022; During business hours: 0.50; After business hours: 1.50;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-27 |
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