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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED_RES | 2020-03-26 |
| FL | RA | APPROVED | 2017-05-15 |
| GA | RA | APPROVED | 2017-05-10 |
Branch Locations
2421 Westgate Drive Suite 100, Albany, GA 31707 • United States
Jackson, WY • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | GA | 10/2010 | 05/2017 |
| Bank Of America, N.A. | Albany | GA | 01/2015 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Albany | GA | 05/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2017 | Present |
| Morgan Stanley Smith Barney Llc | Winter Park | FL | 05/2017 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Jackson | WY | 11/2024 | Present |
2. *400232 - Michael Cohen Family LLC; Investment related Yes; Albany, Georgia; Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2017; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-31 |
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