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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| NJ | RA | APPROVED | 2011-03-09 |
Branch Locations
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 Llc | Little Falls | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
POLISH PEOPLE'S HOME OF PASSAIC NJ; PASSAIC, NJ; 05/2014; DIRECTOR; DURING BUSINESS HOURS 0, AFTER BUSINESS HOURS 1; SOCIAL, CULTURAL, EDUCATIONAL AND CIVIC GROUP ACTIVITIES FOR THE POLISH COMMUNITY IN PASSAIC * 481841 - Estate; Investment related Yes; City, State; Estate; Executor/Co-Executor ; 04/2006; During business hours: 0; After business hours: 0; Estate Administration, Check Signing/Funds Disbursements description of duties *485592- Investment related -No; Passaic, New Jersey; Notary Public; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-23 |
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