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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| OK | RA | APPROVED | 2009-06-01 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
2 disclosure categories 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 | Tulsa | OK | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
1. RENTAL PROPERTY; 8912 E. 48TH STREET, TULSA, OK; OWNER; 0 HOURS DURING TRADING; 0 AFTER BUSINESS HOURS; 08/2012 2. PUERTA ROJA PROPERTIES LLC; RENTAL PROPERTY; 09/2012 3. Sharing Family Traditions; investment related; Cookbook of family - self-published; 12/2010; co-writer; 0,0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-29 |
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