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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-07-27
TX RA APPROVED_RES 2021-06-24
SC RA APPROVED 2011-11-23
  • NY RA
    APPROVED
    Since 2022-07-27
  • TX RA
    APPROVED_RES
    Since 2021-06-24
  • SC RA
    APPROVED
    Since 2011-11-23

Branch Locations

Charleston, SC • United States

850 Morrison Drive Suite 800, Charleston, SC 29403 • United States

Brooklyn, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Charleston SC 09/2011 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 09/2011 → Present
    Morgan Stanley Smith Barney
    Charleston, SC
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

BELLAMY PROPERTY; REAL ESTATE; OWNER. THIS IS A SINGLE MEMBER LLC; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 09/2012 BELLAMY PROPERTY III, LLC; RENTAL REAL ESTATE HOLDING COMPANY; SINGLE MEMBER LLC; CHARLESTON, SC; SOLE PROPRIETOR/OWNER/PARTNER; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 01/2017

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-21
S63 Uniform Securities Agent State Law Examination 1998-03-11
  • S66 Uniform Combined State Law Examination
    2011-11-21
  • S63 Uniform Securities Agent State Law Examination
    1998-03-11

View on SEC IAPD

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