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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Chattanooga | TN | 04/2012 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Chattanooga | TN | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
*654767- Dunaway Hunting and Fishing Club; Investment related: No; Dunlap, Tennessee; Social & Recreational; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 4; After business hours: 6; Operational oversight and strategic planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-30 |
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