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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lutherville | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*490119 - Trust ; Investment related - Yes; Lutherville, Maryland; 12/2010; During business hours: 1; After business hours: 0 * 490394 - Trust; Investment related Yes; Towson, Maryland; Trust; Trustee/Co-Trustee; 06/2014; During business hours: 1; After business hours: 0; Trust Administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-14 |
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