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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-02-03 |
Branch Locations
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
Austin, TX • 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 Smith Barney | Austin | TX | 01/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
TIKI ISLAND RESORT- TIKI ISLAND MEDINA LAKE TX- CABIN RENTAL- PARTNER, I PAY BILLS AND HELP WITH MAINTANCE OF THE PROPERTY- 1979- 0 SHARES HELD, .1 HOURS OUTSIDE BUSINESS HOURS- THIS IS A RENTAL PROPERTY MY FAMILY HAS OWNED SINCE 1979. I INHERITED IT WHEN MY PARENTS PASSED AWAY. THERE ARE 4 SMALL CABINS ON THE PROPERTY WHICH I RENT OUT 3 OF THEM FOR ABOUT $500 PER MONTH, 6MONTHS OUT OF THE YEAR. 4.*373827- rental property; Investment related: Yes; Lakehills, TX; rental property; owner(proprietor, partner, officer, director, employee, trustee, agent); Jun 2019;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-23 |
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