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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-07-27 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
1100 Poydras Street Suite 1900, New Orleans, LA 70163 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New Orleans | LA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. 1512 7th Street LLC; Non Investment related; METAIRIE, LA; Rental property; Sole owner; June/2015; During business hours: 0; After business hours: 0; Rents out primary home 2. Rental Property; Not Investment related; New Orleans, LA; Rental; Sole Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2018; During business hours: 0; After business hours: 0; Landlord.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-15 |
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