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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-03 |
| AZ | RA | APPROVED | 2019-11-27 |
| NM | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
Queen Creek, AZ • United States
3050 Roadrunner Parkway Suite B, Las Cruces, NM 88011 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Las Cruces | NM | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*40961 - Rental Properties ; Investment related - Yes ; Queen Creek, Arizona ; Real Estate ; These are our privately owned rental properties (proprietor, partner, officer, director, employee, trustee, agent) ; 6/2001 ; During business hours : 1 ; After business hours : 1 ; We are simply the owners of the rental properies 2. MARAND, LLC. CO-OWNER WITH WIFE AND GREG & SUE MARTIN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-06 |
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