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300 West Vine Street Suite 2201, Lexington, KY 40507 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2021-04-23 |
Branch Locations
300 West Vine Street Suite 2201, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lexington | KY | 06/2009 | 04/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2021 |
| Paragon Private Wealth Management Llc | Lexington | KY | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
Kate & Brandon Salsman; Investment related; Lexington, KY; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2005; During business hours: 0; After business hours: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-03 |
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