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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
4400 Post Oak Parkway Suite 1800, Houston, TX 77027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Houston | TX | 05/2014 | 05/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 05/2025 |
| Ubs Financial Services Inc | Houston | TX | 05/2025 | Present |
40 & 40 DEVELOPMENT GROUP INC, PART OWNER; NON-INVESTMENT RELATED; START DATE: 08/2015; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; REAL ESTATE DEVELOPMENT COMPANY; HOUSTON, TX
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-24 |
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