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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-04-04 |
| TX | RA | APPROVED_RES | 2020-01-08 |
| NC | RA | APPROVED | 2009-06-01 |
Branch Locations
13024 Ballantyne Corporate Place Suite 150, Charlotte, NC 28277 • United States
Tega Cay, SC • 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 | Charlotte | NC | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*413420 - Anderson Timber Farm LLC; Investment related Yes; Tega Cay, SC; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0; After business hours: 15; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-11 |
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