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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-15 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| DC | RA | APPROVED | 2009-06-01 |
| MD | RA | APPROVED | 2009-06-01 |
| UT | RA | APPROVED | 2009-06-01 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*429757 - Trust; Investment related - Yes; Arlington, Virginia; 03/2012; During business hours: 0; After business hours: 0 *535870 - Engel Entertainment, LLC; Investment related Yes; Park City, Utah; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2022 ; During business hours: 0; After business hours: 4; Administrative, Accounting/Bookkeeping, Sales/Marketing. *538690 - Trinidad Charlie, LLC; Investment related Yes; Park City, Utah; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2022 ; During business hours: 0; After business hours: 6; Administrative, Accounting/Bookkeeping, Sales/Marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-23 |
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