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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-10-25 |
| KY | RA | APPROVED | 2024-09-16 |
| TX | RA | APPROVED | 2024-09-16 |
Branch Locations
5158 Village Square Drive, Paducah, KY 42001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Paducah | KY | 10/2007 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Paducah | KY | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
(1) Twelve Oaks Baptist Church / Paducah, KY / Church / Trustee / Attend Trustee Meetings / Start 01-January-2016 (2) RWB Irrevocable Trust / Paduca, KY / Investments and Real Estate / I will be signing checks on the behalf of the trust and distributing trust assets to the beneficiaries which are all family either immediate or extended / Start 22-September-2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-19 |
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