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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
845 Texas Avenue, Houston, TX 77002 • United States
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Houston | TX | 05/2014 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*393192 - We Meet To Meditate 6 Feet Apart; Investment related -Yes; Houston, Texas; Wellness; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2020 ; During business hours: 0; meditators. *454220 - Wellness Rising; Investment related - No; Houston , Texas; Wellness; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 20; After business hours: 0; Overseeing and managing business *612281 - Wellness Rising Corp.; Investment related: Yes; Houston, Texas; Education; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 10; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-25 |
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