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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-20 |
Branch Locations
7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Plano | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*464346 - Lovejoy ISD; Investment related - No; Allen, Texas; Public Schools; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 2; Financial Sustainability Recommendations *553263- Dallas Business Club Inc.; Investment related-No; Dallas, Texas; Education:Social & Recreational:Civic/Community; Board Member:Other - President (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-27 |
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