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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-01 |
| TN | RA | APPROVED | 2013-03-04 |
Branch Locations
Landmark Center 1111 North Shore Dr Ste N-160, Knoxville, TN 37919 • 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 | Knoxville | TN | 03/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Rental Property; RUSTON, LA; Investment related; Rental; Sole Proprietor / Owner / Partner; 2010; .25,0 Northpoint Property Phase 1 LLC; investment-related; RUSTON, LA; Real Estate; Investor; 09/2010; DURING BUSINESS HOURS: 0, AFTER BUSINESS HOURS: 0 *375803 - Trust; Investment related: Yes; Germantown, TN; Trustee; Jul 2018 * 401419 - Trust; Investment related Yes; Germantown, TN; April 2020; During business hours: 15; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
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