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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-04-08 |
| TX | RA | APPROVED_RES | 2014-04-07 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 04/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.PRESIDENT OF HOA, INC. MARIETTA, GA SEPT 2011- PRESENT. DUTIES - OFFICER AND OVERSEE GENERAL GOVERANCE OF TWO HOAS 2.BC Construction Management, LLC; Investment related Yes; Marietta, GA; Processing Bills, payments to providers or regulatory agencies; Business / Company(proprietor, partner, officer, director, employee, trustee, agent); Activity start March/2012; During business hours: 0; After business hours: .25; The account held for the purposes of servicing debt on the property. We expect the land held will be sold within a year and that point the account will be closed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-23 |
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