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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| WI | RA | APPROVED | 2010-07-09 |
Branch Locations
8215 Greenway Boulevard 4Th Floor, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Madison | WI | 07/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*575052- Rental Property; Investment related: Yes; Prairie du Sac, Wisconsin; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 0; No duties or obligations other than collecting rent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-06 |
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