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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Tyler | TX | 06/2009 | 03/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2026 |
| Ubs Financial Services Inc. | Tyler | TX | 03/2026 | Present |
2. Estate ; Investment Related ; Tx ; Estate ; Executor ; Mar 2019. *372872 - Rental Property; Investment related:Yes; Tyler, TX; Rental; landlord (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; During business hours: 0; After business hours: 2; jt ownership.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-02-25 |
| S65 | Uniform Investment Adviser Law Examination | 1993-02-25 |
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