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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-02-17 |
| TX | RA | APPROVED | 2023-02-17 |
Branch Locations
2801 Hwy 280 S Ste 1-400, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Birmingham | AL | 06/2009 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 02/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
RENTAL PROPERTY, INVT RELATED, MOUNTAIN BROOK, AL, 100% OWNERSHIP, START DATE 11/1/2022, 0 HRS PER MONTH AND DURING TRADING. OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-14 |
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