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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-08 |
| AR | RA | APPROVED | 2019-03-22 |
| LA | RA | APPROVED | 2019-03-22 |
Branch Locations
1100 Poydras Street Suite 1900, New Orleans, LA 70163 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scotia Capital (Usa) Inc | New Orleans | LA | 11/2012 | 01/2018 |
| Morgan Stanley | New Orleans | LA | 02/2019 | Present |
| Standard Mortgage Corporation | New Orleans | LA | 04/2018 | 01/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2019 | Present |
*497043 - Second Harvest Food Bank; Investment related No; New Orleans, Louisiana; Health and Welfare; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 2; Investment Decisions/Advice *539449 - New Orleans Country Club; Investment related No; New Orleans, Louisiana; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-04 |
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