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Marion Stanford Mcmillan

Morgan Stanley

Spartanburg, SC

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
SC RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • SC RA
    APPROVED
    Since 2009-06-01

Branch Locations

320 East Main Street Suite 410, Spartanburg, SC 29302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Spartanburg SC 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Spartanburg, SC
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

4014 PROPERTIES, NON INVESTMENT RELATED, 119 BAQWELL FARM ROAD, SPARTANBRUG, SC 28302, MY SISTER AND I OWNED A LAKE HOUSE THAT HAS BEEN IN OUR FAMILY FOR FOUR GENERATIONS. WE FORMED A LLC TO OWN THE HOUSE BECAUSE WE RENT IT A FEW WEEKS OUT OF THE YEAR. MY OWNERHSIP IS 50%. WE FORMED THE LLC IN 2002. I SPEND 1-2 HOURS PER MONTH DURING THE SUMMER MONTHS ONLY ON THE LAKE HOUSE BUSINESS. MY DUTIES ALONG WITH MY SISTER ARE TO MAINTAIN THE HOUSE'S UP KEEP. *366524 - Deke Foundation ; Investment related - No; Ann Arbor, Michigan; Private Foundation; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent);07/2021; During business hours: 1; After business hours: 2; Chair the investment committee *536895 - South Carolina ETV Endowment; Investment related No; Spartanburg, South Carolina; Charitable; Investment Committee; (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 2; After business hours: 2; Investment Decisions/Advice

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-12-30
S65 Uniform Investment Adviser Law Examination 1993-12-08
  • S63 Uniform Securities Agent State Law Examination
    1993-12-30
  • S65 Uniform Investment Adviser Law Examination
    1993-12-08

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