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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-14 |
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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 | Garden City | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
SHMONA LLC; INVESTMENT RELATED; GARDEN CITY/NY; REAL ESTATE; TITLE: PARTNER; START DATE: 6/1997; DURING BUSINESS HOURS - 1; AFTER BUSINESS HOURS - 0. * 480296 - Trust; Investment related Yes; City, State; Trust; Trustee/Co-Trustee; 08/2005; During business hours: 1; After business hours: 0; Check Signing/Funds Disbursements, Investment Decisions/Advice, Estate Administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-31 |
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