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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| LA | RA | APPROVED | 2010-11-05 |
Branch Locations
400 Convention Street Suite 400, Baton Rouge, LA 70802 • United States
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
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 Llc | Baton Rouge | LA | 03/2010 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
Rental Property; Baton Rouge, LA; RENTAL; SOLE PROPRIETOR / OWNERMONTHLY / PARTNER-RENTAL PROPERTY-COLLECT RENT-07/2002; DURING BUSINESS HOURS: 0, AFTER BUSINESS HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-18 |
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