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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
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Dallas | TX | 04/2007 | Present |
| Morgan Stanley Smith Barney | Dallas | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.Children's Advocacy Center for Denton County; Investment related: No; Lewisville, TX; Charity / Private Foundation- Advocate for healing and justice for abused children and their families.; Member of the Board of Directors (proprietor, partner, officer, director, employee, trustee, agent); Dec 2017; During business hours: 0.25; After business hours: 1; I currently serve on the Employee Care Committee, which focuses on employment retention. I also will be involved with helping review their employee benefits and updating their business plan. I have not been invited to join the finance committee, but I may in the future.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-14 |
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