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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • 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 | Alpharetta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*587086 - The Walker School- Marietta, GA; Investment Related - No; Marietta, Georgia; Independent (Private) School; Finance Committee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 6; After Business Hours: 2; Fundraising,to support the school with the overall direction of financial decisions, cash flow and grwoth of the endowment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-02 |
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