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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
111 North Washington Street Suite 410, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Greenbay | WI | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
RENTAL PROPERTY, OWNER; START DATE: 01/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; TRAUNIK, MICHIGAN Rental Property; Traunik, Michigan; Rental; Sole Proprietor / Owner / Partner; 01/2017; During business hours: 0, After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-24 |
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