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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 | 2019-04-26 |
Branch Locations
550 Reserve St., Ste 500 Granite Place, Southlake, TX 76092 • United States
Corinth, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Arlington | TX | 06/2009 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2019 |
| Wells Fargo Clearing Services Llc | Southlake | TX | 04/2019 | Present |
PEEB DISTINCTIVE PROPERTIES LLC DBA PEED BISTINCTIVE, INV RELATED, FLOWER MOUND, TX, 100% OWNERSHIP, START 6/12/2020, 0 HRS PER MONTH, 0 HRS DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, SOUTH PADRE ISLAND, TX, 100% OWNERSHIP, START 7/1/2020, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING. POWER OF ATTORNEY FOR STEPMOTHER; INV. RELATED; DALLAS, TX; 12/27/2023; 1 HR PER MONTH; 0 HRS DURING TRADING. LUXURY GARAGES OF TEXAS OWNERS ASSOCIATION ; NOT INV RELATED;LAKE DALLAS,TX; OPERATE PRIVATE GARAGES; PRESIDENT; START DATE: 04/22/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-25 |
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