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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | 02/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Alpharetta | GA | 02/2018 | Present |
1.Treebeard, LLC; Non Investment related; Marietta, GA; Sole Proprietor / Owner / Partner; 05/2016; 0,0 3. 308343 - Treebeard, LLC; Investment Related - Yes; knoxville, Tennessee; Rental Property; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent);07/2024; During Business Hours: 0; After Business Hours: 0.1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-31 |
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