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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| GA | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
Fort Lauderdale, FL • United States
5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • 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 |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Chattanooga | TN | 01/2014 | 01/2024 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-10 |
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