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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 | 2012-04-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Atlanta | GA | 04/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. 339927 - Waldo M. Slaton American Legion Post 140; Investment related: No; Atlanta, Georgia; Non-profit 501(c)(19) veteran’s organization focused on service to veterans, servicemembers and our local community. The four Pillars of the American Legion are Veterans Affairs & Rehabilitation, National Security, Americanism, and Children & Youth; Finance Officer (existing), Executive Committee Member (existing), and starting 07/13/20326, adding role as Senior Vice Commander (proprietor, partner, officer, director, employee, trustee, agent); 09/2017; During business hours: 0.25; After business hours: 4; Accounting/Bookkeeping:Business Development/Growth:Check Signing/Funds Disbursements:Other:Fundraising. Finance Officer / Executive Committee member / Adding additional title of Senior Vice Commander: prepared to assume the duties of the Post Commander in his absence. 2. 366392 - Waldo M Slaton American Legion Post 140 Foundation; Investment related: No; Atlanta, Georgia; 501(c)(3) Foundation created by the Waldo M Slaton American Legion Post 140 (a 501(c)(19) non-profit veteran's organization) to assist with fundraising for the maintenance and improvements of the Post's building(s) and facilities; Finance Officer (existing), and starting 07/13/20326, adding role as Senior Vice Commander (proprietor, partner, officer, director, employee, trustee, agent); 04/2019; During business hours: 0; After business hours: 0.5; Other:Check Signing/Funds Disbursements:Accounting/Bookkeeping:Fundraising. Finance Officer (existing)/ Adding additional title of Senior Vice Commander: prepared to assume the duties of the Post Commander in his absence.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-30 |
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