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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| LA | RA | APPROVED | 2010-11-12 |
Branch Locations
400 East Kaliste Saloom Road Suite 1200, Lafayette, LA 70508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lafayette | LA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. R&R property hodings LLC; Investment related Yes; LLC; co member of an LLC (proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 0; After business hours: 3 2. *416438 - Estate; Investment related Yes; lafayette, Louisiana; 11/2020; During business hours: 3; After business hours: 4. 3. *518568- FMOLH - Franciscan Missionaries of Our Lady Health System; Investment related-No; Baton Rouge, Louisiana; Health and Welfare; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 1; Investment Decisions/Advice 4. *613187 - Our Lady Of Lourdes Regional Medical Center; Investment related: No; Lafayette, Louisiana; Health and Welfare; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 2; Business Development/Growth, Fundraising
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-15 |
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