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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-13 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
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 | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1-SERVE AS A REVIEW PANEL PARTICIPANT FOR ONPOINT TECHNOLOGIES. 2-LORDEN TO SERVE AS A REVIEW PANEL PARTICIPANT FOR DYNETICS (CONTRACTED BY U.S. NAVY & ARMY LABORATORIES). 3-NATIONAL DEFENSE INDUSTRIAL ASSOCIATION BOARD MEMBER 4. *607644 - FAMU-FSU College of Engineering Strategic Advisory Council; Investment Related - No; Tallahassee, Florida; Public Schools; Advisory Board(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 1; After Business Hours: 1; provide informed, independent analyssy and recommendations on strategic direction of the College's program on National Security 5-ENTRETECH BOARD OF ADVISOR 7- MA ANTI TERRORISM ADVISORY COUNCIL- ADDRESS UNKNOWN; ADVISORY COUNCIL MEMBER; 11/2002; 0 DURING 0 OUTSIDE OFFICE HOURS; NON INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-15 |
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