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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-06 |
| SC | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED_RES | 2024-09-06 |
Branch Locations
850 Morrison Drive Suite 800, Charleston, SC 29403 • United States
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
Westhampton Beach, NY • United States
Mount Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Paramus | NJ | 05/2010 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Charleston | SC | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
(1) TBDD LLC / KINNELON, NJ / LLC / INVESTMENT VEHICLE / PARTNER / OWNER / START 01-JANUARY-2011. (2) 42 OAK STREET / WESTHAMPTON BEACH, NY / REAL ESTATE / 2ND HOME, OCCASSIONALLY RENTED / PROPRIETOR / OWNER / PAY THE MORTGAGE / REAL ESTATE / START 26-SEPTEMBER-2019. *611389 - TBDD LLC ; Investment related: Yes; Mount Pleasant , South Carolina; Investment/Finance/Banking; Partner(proprietor, partner, officer, director, employee, trustee, agent); 6/2010; During business hours: 0; After business hours: 0; Old LLC used for one closed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-31 |
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