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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED | 2021-06-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 09/1993 | 06/2021 |
| Bbva Wealth Solutions, Inc. | Gadsden | AL | 04/2011 | 06/2021 |
| Bbva Securities Inc. | Gadsden | AL | 05/2013 | 06/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 08/2000 | 06/2021 |
| Morgan Stanley Smith Barney Llc | Gadsden | AL | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | Present |
2. *445640- Trust; Investment related -Yes; Decatur, Alabama; Trust; 06/2021; Trustee/Co-Trustee; During business hours: 0; After business hours: 4;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
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