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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-26 |
| TX | RA | APPROVED_RES | 2025-10-03 |
| NY | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Watertown | NY | 04/2013 | 10/2025 |
| Morgan Stanley Smith Barney Llc | Watertown | NY | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-09 |
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