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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-28 |
| GA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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 & Co. Incorporated | Atlanta | GA | 12/2008 | Present |
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.BAKERS BAY SSP13 LLC. PRIVATE COMPANY. LOCATION: SUNSET PARK, BAKERS BAY, GREAT GUAN CAY BAHAMAS. PERSONAL USE REAL ESTATE PROPERTY. PROPERTY IS ONLY ASSET OF LLC. 0 BUSINESS HOURS PER WEEK AND 0 NON-BUSINESS HOURS PER WEEK. START DATE 10/2014.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-11 |
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