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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
11501 North Port Washington, Mequon, WI 53092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mequon | WI | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. TTEE FOR DAVID & LYN ROSE DEVORKIN TRUST. 2. FORE D INVESTMENTS LLC, INVESTING; INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; START DATE: 1999; MEQUON, WI 3. *568358- lime cantina; Investment related -No; cedarburg, Wisconsin; Restaurant/Bar/Nightclub; bartender (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 20; Customer Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-26 |
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