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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-10-23 |
| TX | RA | APPROVED_RES | 2020-10-09 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Westport | CT | 07/1993 | 10/2020 |
| Morgan Stanley Smith Barney Llc | Westport | CT | 10/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2020 | Present |
*568334 - Weston high school football; Investment related-No; weston, Connecticut; Recreation, high school football assistant coach; assiatant coach football team (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 25; football coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-03 |
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