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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-26 |
| TX | RA | APPROVED | 2026-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Evansville | IN | 05/2015 | 02/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | 02/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Evansville | IN | 02/2026 | Present |
| Bank Of America, N.A. | Evansville | IN | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-11 |
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