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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
2160 Satellite Blvd Suite 150, Duluth, GA 30097 • United States
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • 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 & Co. Incorporated | Atlanta | GA | 09/2008 | Present |
| Morgan Stanley Smith Barney | Duluth | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*493553 - Trust; Investment related : Yes; Largo; Florida; Trustee/Co-Trustee; 04/2022; During business hours: 1; After business hours:0 *493554 : Power of Attorney; Investment related : Yes; Largo; Florida;Power of Attorney; 04/2022; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-12 |
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