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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1)WHITTINGHAM PARK HOME OWNERS ASSOCIATION; TREASURER; 06/2015; MANAGING THE BUDGET, RECEIVING DUES, AND PAYMENT OF HOA EXPENSES *469417 - Trust ; Investment related - Yes; Castle Rock, Colorado; 06/2021; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-24 |
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