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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
3280 Peachtree Rd Ne Ste 300, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | 01/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
*75009 - UPPER90; Investment related No; Buford, Georgia; Children/Youth, Civic/Community, Education, Social & Recreational, Sports, Religious; Board Member, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 01/2020 ; During business hours: 0; After business hours: 3; Business Development/Growth, Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-25 |
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