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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-14 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Garden City | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. POA; Investment related; Banking; POA; Jul 2018; During business hours: 1.0; After business hours: 0 2. *449057- Trust; Investment related Yes; Floral Park, New York; Trust; Trustee/Co-; 08/2021; During business hours: 4; After business hours: 0; 3. *453556 - Power of Attorney; Investment related Yes; Floral Park, New York; Power of Attorney; 08/2021; During business hours: 4; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-30 |
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