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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
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
*401454 - D3A Ventures LLC; Investment related - Yes; McKinney, Texas; Family LLC; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);06/2020; During business hours: 0; After business hours: 2; Administrative *629452- Loan; Investment related-Yes; McKinney; Texas; Other; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-08 |
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