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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-06 |
| NJ | RA | APPROVED | 2023-05-19 |
| FL | RA | APPROVED | 2023-02-05 |
| PA | RA | APPROVED | 2022-01-24 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Conshohocken | PA | 11/2008 | 01/2022 |
| Morgan Stanley Smith Barney Llc | West Conshohocken | PA | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2002-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-21 |
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