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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-13 |
| LA | RA | APPROVED | 2021-05-12 |
Branch Locations
400 East Kaliste Saloom Road Suite 1200, Lafayette, LA 70508 • 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. | Lafayette | LA | 07/2007 | 05/2021 |
| Morgan Stanley Smith Barney Llc | Lafayette | LA | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | Present |
*444592- Ragin Cages, LLC; Investment related Yes; Youngsville, Louisiana; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2017; During business hours: 0; After business hours: 5; Administrative *576648 - Dawg House Rentals; Investment related-Yes; Youngsville, Louisiana; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2001-04-19 |
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