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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
100 North Main Street Suite 2500, Winston-Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Winston-Salme | NC | 06/2009 | Present |
1. RENTAL PROPERTY, OWNER; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 2; WINSTON SALEM, NC; START DATE: 06/2006 2. RENTAL PROPERTY, OWNER; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; WINSTON SALEM, NC; START DATE: 07/2016 3. *413151 - Rental/Investment Property; Investment related Yes; Winston Salem, NC; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0; After business hours: 5; Property Management 5 *540221 - Rental Property; Investment related Yes; Winston Salem, North Carolina; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0; After business hours: 3; Property Management *653093 - Aspire- formerly The Housing Authority of Winston-Salem; Investment related: No; Winston Salem, North Carolina; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 1; After business hours: 4; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-11 |
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