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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Austin | TX | 01/2009 | Present |
| Morgan Stanley Smith Barney | Austin | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. FORTRESS BUILDERS; PRIVATE COMPANY 2. LLC, Real estate; Non Investment related; TX; Real estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar/2019; During business hours: 1; After business hours: 2; acquire the land (roughly 100 acres), subdivide it (5 20-acre tracts), and sell it 3. HPR Properties LLC; Investment related Yes; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 1; Responsible for maintenance and upkeep 4. *377710 - PRLT Partners, LLC; Investment Related - Yes; Austin, TX; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Nov 2019; During Business Hours: 4; After Business Hours: 6. 5. *428957 - Peacock Capital Holdings, LLC; Investment related Yes; Austin, Texas; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 4; After business hours: 6; other. 6. *524064 - Moreh Capital, LLC; Investment related: Yes; Austin, Texas; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 10/2019; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-09 |
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