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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • 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 |
|---|---|---|---|---|
| Us Army Reserve Afrc Los Alamitos | Los Alamitos | CA | 06/1987 | Present |
| Morgan Stanley Smith Barney | San Antonio | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
(1) *46239 - US Army Reserves; Investment related : No; Fort Shafter; Hawaii; National Defense; Employee(proprietor, partner, officer, director, employee, trustee, agent);12/1985; During business hours: 0; After business hours: 16; Administrative (2)*393010-RI Flying Club; Investment related -No; Fullerton, California; Club; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 3; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-13 |
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