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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-10 |
Branch Locations
550 Reserve St., Ste 500 Granite Place, Southlake, TX 76092 • United States
Colleyville, TX • United States
2 disclosure categories 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 | Southlake | TX | 03/2012 | 10/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 10/2019 |
| Wells Fargo Clearing Services Llc | Southlake | TX | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-29 |
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