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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
2800 Post Oak Blvd Suite 3200, Houston, TX 77056 • United States
Bellaire, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Houston | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. *362842 - Estate; Investment related Yes; Bellaire, TX; Feb 2018; During business hours: 5; After business hours: 0. 2. *405397 - Trust; Investment related -Yes; San Diego, California; Trustee; 04/2018; During business hours: 1; After business hours: 0; 3. *405407 - Trust; Investment related -Yes; San Diego, California; Trustee; 04/2018; During business hours: 1; After business hours: 0; 4. *405398 - Trust; Investment related -Yes; Houston, Texas; Trustee; 04/2018; During business hours: 1; After business hours: 0; 5. *405410 - Trust; Investment related -Yes; Houston, Texas; Trustee; 04/2018; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
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