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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2012-01-05 |
| TX | RA | APPROVED_RES | 2012-01-05 |
Branch Locations
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • 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 | Albuquerque | NM | 01/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. SOLE OWNER "TERCETO LLC" THAT OWNS SINGLE FAMILY RESIDENCE RENTAL(S); CAS ELENA, INVESTMENT RELATED; RIO RANCHO AND MONTERIA; ALBUQUERQUE NM; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 12/2013 2. Real Redhead, LLC; Investment related Yes; Real Estate; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Dec/2017; During business hours: 0; After business hours: 2; Investing and rehabing homes in residential real estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-17 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-18 |
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