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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2015-08-03 |
| TX | RA | APPROVED | 2015-07-14 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2015 | Present |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 07/2015 | Present |
1) THE CLIFFE LANE GORT FAMILY TRUST; NO; ATLANTA, GA, 03027; TRUSTEE 1/23/2013; 1 HOUR A MONTH 2) *502123 : Jewish Women's Fund of Atlanta; Investment related : No; Atlanta; Georgia; Charitable; Board Member (proprietor, partner, officer, director, employee, trustee, agent);05/2022; During business hours: 2; After business hours: 4; Administrative. 3) *531367 - EQ Housing, LLC; Investment related-No; Atlanta, Georgia; Civic/Community, Affordable housing; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 2; After business hours: 8; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-28 |
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