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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| GA | RA | APPROVED | 2015-09-09 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 06/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2017 | Present |
(1) 496057 - TLS, LLC; Investment Related; Brookhaven; GA; Retail/Online Stores; Partner; Start April 2022; During business hours: 0; After business hours: 20; Administrative, Accounting, Bookkeeping, Business Development and Growth, Check Signing, Funds Disbursements, Customer Service, Labor, Service, Sales and Marketing. (2) 677556 - Topp, LLC; Investment Related; Atlanta, GA; Real Estate; Sole Proprietor / Owner; Start February 2026; During business hours: 0; After business hours: 10; Administrative, Accounting, Bookkeeping, Check Signing, Funds Disbursements, Property Management, Sales and Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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