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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| PA | RA | APPROVED | 2018-06-05 |
Branch Locations
1350 Broadcasting Road Suite 100, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bob Jones University | Greenville | SC | 08/2004 | 05/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | Present |
| Morgan Stanley Smith Barney Llc | Wyomissing | PA | 07/2018 | Present |
*420986 - Estate; Investment related Yes; Lyons, NY; Feb 2021; During business hours: 5; After business hours: 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-05 |
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