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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-14 |
| TX | RA | APPROVED_RES | 2019-04-18 |
| OK | RA | APPROVED | 2009-06-01 |
Branch Locations
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Oklahoma City | OK | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*68624 - Greenleaf Lane LLC; Investment related: No; edmond, Oklahoma; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2011; During business hours: 0; After business hours: 20; Labor/Service,Administrative. 2. Remerge charity; Not Investment related; Atlanta, GA; Charity / Private Foundation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; management of funds *663108 - Green Hills Ranches; Investment related: No; Edmond, Oklahoma; Agriculture; manager (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 2; After business hours: 0; manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-24 |
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