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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-15 |
Branch Locations
Beechwood Office Park., 2678 South Road, Poughkeepsie, NY 12601 • United States
91 North Front Street, Kingston, NY 12401 • 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 | Poughkeepsie | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
NOTARY,OWNER;NOTINVESTMENT RELATED;START DATE:NOTARY HAS BEEN MAINTAINED FOR OVER THIRTY YEARS;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-0; NY *429745 - Trust.; Investment related Yes; Fishkill, NY; April 2021; During business hours: 0; After business hours: 0. *516279- USAF /The United States Aikido Federation; Investment related-No; Litchfield, Connecticut; Sports, Social & Recreational, Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 2; Administrative, Accounting/Bookkeeping, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-29 |
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