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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-21 |
Branch Locations
333 Texas Street Regions Tower, Shreveport, LA 71101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Shreveport | LA | 03/2012 | 01/2026 |
| Bank Of America, N.A. | Shreveport | LA | 08/2012 | 01/2026 |
| Morgan Stanley Smith Barney Llc | Shreveport | LA | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
*681755 - Petroleum Club of Shreveport; Investment related: No; Shreveport, Louisiana; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 2; general board duties such as helping make decisions regarding monthly dues and staff management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-14 |
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