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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dallas | TX | 06/2009 | 12/2021 |
| Morgan Stanley Private Bank, N.A | New York | NC | 08/2019 | 12/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 12/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | Present |
| Bank Of America, N.A. | Dallas | TX | 12/2021 | Present |
I*646242 For profit or not for profit: Entity For Profit Name of outside business organization: TRIO Cattle & Genetics LLC Investment related: N Address of business: Mabank, Texas, 75156 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 2/1/2004 Number of hours devoted: 18 hour(s) Weekly Number of hours devoted during trading hours: 10 Duties: , Ranching Enterprise, Management and Marketing General Notes: Outside business activities that involve a financial institution are not permitted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-23 |
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