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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-02-02 |
| OH | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Toledo | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. JEWELRY DESIGN AND MANUFACTURING; Investment related Yes; SOLE PROPRIETOR/OWNER;Owner and designer; 2HOURS OUTSIDE BIZ HOURS; EFFECTIVE 08/2014;I make a sale. 2. DoTerra; PETERSBURG, MI; Independent Contractor; Not Investment related; 02/2017; 0,1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-10 |
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