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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
301 Congress Avenue Suite 1400, Austin, TX 78701 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Austin | TX | 06/2007 | 06/2024 |
| Morgan Stanley Smith Barney Llc | Austin | TX | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
"McCracken Farm" - I inherited a fractional amount of a producing property from my father, and it is comingled with my sisters, uncle, cousins, etc. I am not involved in managing the property and never have been involved. It is a passive investment that I inherited.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-03 |
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