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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Houston | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*452889- Trust; Investment related Yes; Phoenix, Arizona; Trust; Trustee/Co-; 08/2021; During business hours: 0; After business hours: 1; *688097- Waller County Mud 62A; Investment related - Yes; Houston, Texas; Real Estate; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 1; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-07 |
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