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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-19 |
| LA | RA | APPROVED | 2017-06-15 |
Branch Locations
400 Convention Street Suite 400, Baton Rouge, LA 70802 • United States
1214 St. Charles Street, Houma, LA 70360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Baton Rouge | LA | 05/2012 | 06/2017 |
| Morgan Stanley | Baton Rouge | LA | 06/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | Present |
1. Willow Lake Ranch, LLC; Investment related; THIBODAUX, LA; Private Company; Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2016; During business hours: 0; After business hours: 0.5; LLC Setup to aid in the documentation of a piece of family property in which family members will build personal residences. *703616- Micah Lillich Home Rental (not a LLC or business); Investment related: Yes; Thibodaux, Louisiana; Real Estate:Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 1; Property Management:Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-09 |
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