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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-07-17 |
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
740 Shades Creek Parkway, Birmingham, AL 35209 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 05/2005 | 07/2026 |
| Bank Of America, N.A. | Birmingham | AL | 07/2011 | 07/2026 |
| Morgan Stanley Smith Barney Llc | Birmingham | AL | 07/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-17 |
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