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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 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 Smith Barney Llc | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 205510 - LCJ LLC / Investment Related / Atlanta, GA / Real Estate / Start October 2014 / During business hours : 0 / After business hours : 1 / Real Estate Holding. Private Company. (2) 585855 - The Endowment Fund of the Episcopal Church of St. Martin in the Fields / Not Investment Related / Atlanta, GA / Religious / Board Member, Investment Committee, Officer / Start 01-April-2024 / During business hours : 0 / After business hours : 3 / Check Signing, Funds Disbursements, Accounting, Bookkeeping. (3) 709976 - Jocali LLC / Not Investment Related / Brookhaven, GA / Real Estate / Sole Proprietor, Owner / Start 10-April-2025 / During business hours: 0 / After business hours: 3 / Check Signing, Funds Disbursements. (4) 709981 - New LLC To Be Created For Real Estate Rental Property / Investment Related / Tennessee / Sole Proprietor, Owner / Start 24-August-2026 / During business hours: 0 / After business hours: 5 / Accounting, Bookkeeping, Check Signing, Funds Disbursements, Property Management, Sales and Marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-08 |
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