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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-21 |
| SC | RA | APPROVED | 2018-03-06 |
Branch Locations
201 East Mcbee Avenue 1St Floor, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenville | SC | 01/2017 | Present |
| Southern Management Corporation | Greenville | SC | 12/2016 | 01/2017 |
| Northwestern Mutual | Greenville | SC | 04/2015 | 12/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | Present |
*669294 - Lake Beulah Properties LLC; Investment Related - Yes; greenville, South Carolina; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2025; During Business Hours: 0; After Business Hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-06 |
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