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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2016-09-08 |
| TN | RA | APPROVED | 2016-09-01 |
| TX | RA | APPROVED | 2011-02-11 |
| FL | RA | APPROVED | 2010-08-23 |
Branch Locations
2000 Meridian Boulevard Suite 290, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Franklin | TN | 07/2008 | Present |
1. ELKHORN PROPERTY LLC, PART OWNER; FRANKLIN, NC; INVESTMENT RELATED; PERSONAL CABIN UNDEVELOPED PROPERTY; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; START DATE: 08/2008 2. CAPRI PROPERTY LLC, PART OWNER; LAND HOLDING; INVESTMENT RELATED; DURING BUISNESS HOURS- 0, AFTER BUSINESS HOURS- 0; TREASURE ISLAND, FL; START DATE: 02/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-19 |
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