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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| PA | RA | APPROVED | 2009-06-01 |
Branch Locations
2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • 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 Llc | Sewickley | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Gibsonia | PA | 12/2023 | Present |
1. PJ ENERGY LLC SINGLE MEMBER LLC INVESTING IN OIL AND GAS WELLS IN WESTERN PA THE ADDRESS IS GIBSONIA, PA 15044 DATE OF AFFILIATION: THE LLC WAS ESTABLISHED ON AUG. 23, 2007 TITLE IS OWNER/SOLE MEMBER 10 HOURS A MONTH TO THIS PROJECT OF WITH 4 PER MONTH MAY OCCUR DURING WORKING HOURS BUSINESS / COMPANY;SOLE PROPRIETOR / OWNER / PARTNER;CRANBERRY OIL & GAS DEVELOPMENT INC.;OIL & GAS WELLS;AS OF 06/2015;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS 5. 2. La Roche University; Not Investment related; Higher Education; Current Board Member (proprietor, partner, officer, director, employee, trustee, agent); Nov 2014; During business hours: 0; After business hours: 1; recently been appointed to the La Roche investment and finance committees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-10 |
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