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521 Fifth Ave 12Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
| NY | RA | APPROVED | 2021-04-01 |
| TX | RA | APPROVED_RES | 2020-01-02 |
Branch Locations
521 Fifth Ave 12Th Floor, New York, NY 10175 • United States
2 disclosure categories 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 Smith Barney | New York | NY | 06/2009 | 03/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2019 |
| Laidlaw & Company (Uk) Ltd. | New York | NY | 03/2019 | Present |
| Laidlaw Wealth Management | New York | NY | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-05 |
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