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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Austin | TX | 10/2015 | 03/2026 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 03/2026 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-04 |
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