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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-02 |
| AZ | RA | APPROVED | 2019-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Realty One Group | Phoenix | AZ | 01/2016 | 11/2019 |
| National Association Of Railroad Trial Counsel | Phoenix | AZ | 07/2015 | 03/2018 |
| Golf Fore Africa | Scottsdale | AZ | 03/2018 | 12/2019 |
| Morgan Stanley Smith Barney Llc | Phoenix | AZ | 07/2019 | 12/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2019 | Present |
| Morgan Stanley Smith Barney Llc | Phoenix | AZ | 12/2019 | Present |
*637314- Phoenix Country Club; Investment related: No; Phoenix, Arizona; Private Member Country Club; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 3; General Board Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-19 |
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