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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • 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 | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. PRESIDENT OF THE DUNWOODY HOMEOWNERS ASSOCIATION 2. The Epstein School; Non Investment related; Sandy Springs, GA; Charity / Private Foundation; Finance committee Member; Sept/2017; During business hours: 0.07; After business hours: 0; Oversight that the investment policy statement is adhered to 3. 600711 - MJCCA; Investment Related - No; Dunwoody, Georgia; Civic/Community; Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 3; After Business Hours: 0; oversight with now actuall control.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-08 |
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