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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-22 |
Branch Locations
24 Waterway Avenue Suite 600, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Houston | TX | 06/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *406730 - Trust; Investment related -Yes; Pompano Beach, Florida; Trustee; 09/2020; During business hours: 2; After business hours: 0; 2. *538183 - Triangels Holding Company LLC; Investment related Yes; Conroe, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 1; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-19 |
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