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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| WI | RA | APPROVED | 2016-02-23 |
Branch Locations
411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Milwaukee | WI | 12/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2016 | Present |
1. DICKINSON MINERAL TRUST;NO;AUSTIN, TX;NELGOLIST LEASES FOR MINERAL RIGHTS, AND DISTRIBUTION INCOME FROM PRODUCING COMPANIES TO BENEFICIARIES;TRUSTEE;2;0;TRUSTEE; NOT INVESTMENT RELATED; 1 HOUR PER MONTH, NOT DURING WORK HOURS; APPOINTED TRUSTEE 2012;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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