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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-08-10 |
| TX | RA | APPROVED | 2017-08-10 |
Branch Locations
400 Convention Street Suite 400, Baton Rouge, LA 70802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Inc. | Baton Rouge | LA | 05/1994 | 08/2017 |
| Bank Of America, N.A. | Baton Rouge | LA | 08/2011 | 08/2017 |
| Morgan Stanley | Baton Rouge | LA | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2017 | Present |
BEACHAHOLIC PROPERTIES, LLC; Investment related- Yes; Florida; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2016; During business hours: 0; After business hours: 1; Periodically review financial statements *501145 - SRHN Properties LLC; Investment related Yes; Prairieville, Louisiana; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 1; Administrative, Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-30 |
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