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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| MS | RA | APPROVED | 2009-06-01 |
Branch Locations
1018 Highland Colony Parkway Suite 105, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Jackson | MS | 04/2001 | Present |
| Morgan Stanley | Ridgeland | MS | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*231608- Junior League of Jackson; Investment related No; Jackson, Mississippi; Non-Profit; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 25; *610310 - Jackson Area Kappa Kappa Gamma Alumni Association; Investment Related - No; Jackson, Mississippi; Civic/Religious/Community; Secretary (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours:0 ; After Business Hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-06 |
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