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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-24 |
| NV | RA | APPROVED | 2009-06-01 |
Branch Locations
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 Llc | Reno | NV | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) Rental Property, Owner; Start Date: 01/2007: Nags Head, NC; Rental House: 4 hours (2) RENTAL PROPERTY, OWNER; START DATE: 01/2010; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 3; INVESTMENT RELATED; NAGS HEAD, NC (3) RENTAL PROPERTY, OWNER; START DATE: 01/1999; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 3; INVESTMENT RELATED; FREDERICKSBURG, VA (4) RENTAL PROPERTY, OWNER; START DATE: 01/2001; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 3; INVESTMENT RELATED; DAYTON, NV (5) Rental Property; Investment Related; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Apr 2003; During business hours: 0; After business hours: 1 (6) 599466 - Creekbaum Broken Hill Rental; Investment Related; Reno, NV; Rental Property; Owner of Rental Property (proprietor, partner, officer, director, employee, trustee, agent); 6/2024; During business hours: 2; After business hours: 0; Accounting/Bookkeeping: Property Management (7) 636248 - Rental Property; Investment Related; Nags Head, NC; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 4/2025; During business hours: 0; After business hours: 3; Investor/Owner (8) 660460 - 7998 Rusty Road, Reno, NV 89511; Investment Related; Reno, NV; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 4; Owner of the rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-17 |
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