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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-03-02 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Washington | DC | 11/2008 | 02/2026 |
| Morgan Stanley Smith Barney Llc | Washington | DC | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2026 | Present |
(1) 688362 - Rental Property / Investment Related / Washington, DC / Rental Property / Sole Proprietor, Owner / Start 15-October-2017 / During business hours: 0 / After business hours: 2 / Property Management. (2) 685094 - Black Flag Blades / Not Investment Related / Washington, DC / Custom Knife Maker / Sole Proprietor, Owner / Start 01-January-2025 / During business hours: 0 / After business hours: 10 / Sales, Marketing, Customer Service, Business Development and Growth, Accounting, Bookkeeping. (3) 691356 - Goldpath LLC / Investment Related / New Orleans, LA / Single Purpose LLC for investment into Suerte Tequila / Partner / Start 01-August-2012 / During business hours: 0 / After business hours: 0 / LLC simply holds investment made in 2012 and Shep handles K1 reporting etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-18 |
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