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Mcree Winston Smith

Morgan Stanley

Plano, TX

Plano, TX

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-06-01
  • TX RA
    APPROVED
    Since 2009-06-01

Branch Locations

7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States

Plano, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Dallas TX 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Dallas, TX
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Dallas, TX
  • 2004-06-14 → 2007-04-02
    Morgan Stanley Dw Inc.
    Dallas, TX
    Dallas, TX
  • 1993-07-31 → 2004-07-01
    Citigroup Global Markets Inc.
    Dallas, TX
Other Businesses

*462402 - Power of Attorney; Investment related - Yes; Denton, Texas; 01/2020; During business hours: 0; After business hours: 1

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-02
S63 Uniform Securities Agent State Law Examination 1988-07-19
  • S65 Uniform Investment Adviser Law Examination
    2007-05-02
  • S63 Uniform Securities Agent State Law Examination
    1988-07-19

View on SEC IAPD

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