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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-14 |
| MO | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • United States
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
Creve Coeur, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Clayton | MO | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*385860-Logos School; Investment related -No; St. Louis, Missouri; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2020; During business hours: 1; After business hours: 3; Business Development/Growth, Fundraising, Investment Decisions/Advice *672168 - St. Louis County Children's Service Fund; Investment related: No; St. Louis, Missouri; Children/Youth; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 1; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-17 |
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