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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| GA | RA | APPROVED | 2017-04-03 |
Branch Locations
475 Sea Island Road, St Simons Island, GA 31522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Simons Island | GA | 05/2011 | 03/2017 |
| Morgan Stanley | St. Simons Island | GA | 03/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
2.* 413235 -Estate; Investment related Yes; St. Simons Island, GA; Dec 2020; During business hours: 0; After business hours: 0. 4. *640446 - Alpha Delta Pi Foundation Investment Committee; Investment related: No; Atlanta; Georgia;Fraternal Society; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 1; After business hours: 0; Administrative:Investment Decisions/Advice; Review investment policy and ensure outside investment firm complies with policy
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-22 |
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