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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-08 |
| FL | RA | APPROVED | 2022-12-13 |
| KS | RA | APPROVED | 2022-05-31 |
| TX | RA | APPROVED_RES | 2019-06-24 |
| MO | RA | APPROVED | 2009-06-01 |
| OK | RA | APPROVED | 2009-06-01 |
Branch Locations
4520 Main Street, Kansas City, MO 64111 • United States
Bradenton, FL • United States
2 disclosure categories 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 Llc | Kansas City | MO | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Bradenton | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-07 |
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