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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-06 |
| SC | RA | APPROVED | 2009-06-01 |
Branch Locations
1320 Main Street Suite 800, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Columbia | SC | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. General Synod, Associate Reformed Presbyterian Church; Investment related No;Greenville, SC;Christian Religious Organization; Member of the Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: Nil; After business hours: 1 *370075 - Richfair Holdings LLC; Investment related Yes; Columbia, SC; Warehousing and real estate; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-29 |
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