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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-03 |
| FL | RA | APPROVED | 2020-10-01 |
| CT | RA | APPROVED | 2020-09-30 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
*689449- The Founders Golf Club; Investment related: No; Sarasota, Florida; Other; Other Committee - member (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 4; Other - Long term planning committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-17 |
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