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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-08-19 |
| TX | RA | APPROVED_RES | 2022-08-19 |
Branch Locations
4969 Us Highway 42 Suite 1200, Louisville, KY 40222 • 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 |
|---|---|---|---|---|
| Pnc Investments Inc. | Pittsburgh | PA | 08/2010 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Louisville | KY | 08/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-24 |
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