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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 |
| VA | RA | APPROVED | 2016-12-15 |
| NJ | RA | APPROVED | 2010-05-14 |
| TX | RA | APPROVED_RES | 2010-05-13 |
Branch Locations
901 East Byrd Street Suite 2000, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Richmond | VA | 05/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*504197 - Trust; Investment related Yes; Richmond, Virginia; Trustee/Co-Trustee; 04/2022; During business hours: 1; After business hours: 3
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-01-13 |
| S65 | Uniform Investment Adviser Law Examination | 2007-01-19 |
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