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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-25 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 09/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Lakeview at Huletts LLC; Investment related; Family rental property; Property manager (proprietor, partner, officer, director, employee, trustee, agent); Oct 2008; During business hours: 0; After business hours: 1 2.*393473 -Trust; Investment related -Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020 ; During business hours: 1; Advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-14 |
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