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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| FL | RA | APPROVED | 2013-06-10 |
| UT | RA | APPROVED | 2009-06-01 |
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 | Vero Beach | FL | 06/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1)TO SERVE ON THE BOARD OF DIRECTORS WITH WOMEN'S SKI JUMPING USA. 2)TO SERVE AS A BOARD MEMBER WITH SKULLCANDY. 3) TO SERVE AS A MANAGER FOR RIDGELINE MOUNTAIN GROUP LLC. 4) UTAH VALLEY UNIVERSITY NAT'L ADVISORY COUNCIL/BUSINESS SCHOOL. 5. J & J PARTNERS LLC; 1 AFTER BUSINESS HOURS; 0 DURING TRADING HOURS; 11/2007** Marine commission of vero beach; substitute commission member; Not Investment related; 01/2014; During business hours: 0; After business hours: 0 * 425568 - Trust; Investment related Yes; Phoenix, AZ; March 2021; During business hours: 1; After business hours: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-23 |
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