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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2015-08-12 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Austin | TX | 08/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | Present |
*348375- Southwestern University; Investment related-No; Georgetown, Texas; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2018 During business hours: 2; After business hours: 3; Other:Business Development/Growth *409144 - Trust; Investment related Yes; Boerne, TX; September 2020; During business hours: 0; After business hours: 2. *682648- SU 560 Land Holdings I LLC; Investment related: No; Austin, Texas; Education:Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 1; As per the Company Agreement, "The Managers shall make all decisions and may take all actions for, or on behalf of, the Company in furtherance of its business and affairs as they may deem necessary or appropriate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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