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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dallas | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*575953 - Ancient Free & Accepted Masons of Texas, Knox-Corinthian Masonic Lodge #851 AF & AM; Investment Related - No; Dallas, Texas; Fraternal Society, Civic/Community, Health and Welfare, Hardship Assistance; Advisory Board, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2023; During Business Hours:0 ; After Business Hours: 1; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-08 |
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