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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-13 |
| NV | RA | APPROVED | 2009-06-01 |
Branch Locations
905 Railroad Street Suite 102, Elko, NV 89801 • United States
5390 Kietzke Lane Suite 200, Reno, NV 89511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Elko | NV | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1)COPENHAVER AND MCCONNELL OFFICE BUILDING; OFFICE RENTAL BUILDING; OWNER; 10 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 01/2014 3)*230552 - Real estate ; Investment related - Yes ; Elko,Nevada ; Real Estate ; Renting the building to Elite Health and Wellness LLC (Starla Ricks and Olyna Agee)(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2024 ; During business hours : 0 ; After business hours : 1 ; Commercial property that is leased 4.KJAM LLC; Investment related: Yes; rental properties; Owner(proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 1; 5. *250272 - Elko County Advisory Board to Manage Wildlife; Investment related - No; Elko, Nevada; Non-Profit; Board Member, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 03/2019; During business hours: 0; After business hours: 2; To study and give recommendations on wildlife management issues *368895-McConnell Investments LLC; Investment related Yes; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 4; After business hours: 1 *575789- 950 Idaho Street; Investment related: Yes; Elko, Nevada; Real Estate; My wife and I own McConnell Investments LLC (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 1; LLC own our Rental Propertis
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-19 |
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