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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-18 |
| NC | RA | APPROVED | 2009-06-01 |
Branch Locations
6340 Quadrangle Drive Suite 300, Chapel Hill, NC 27517 • United States
1 disclosure category 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 | Durham | NC | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1.SOLE PROPRIETOR / OWNER / PARTNER;REAL ESTATE;AS OF 08/2014;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS 0 2.THE STRING THEORY; NOT INVESTMENT RELATED; AUTHOR OF PUBLISHED NOVEL (FICTION; Sole Proprietor / Owner / Partner; 12/2014; 0,0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-22 |
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