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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-01 |
| FL | RA | APPROVED | 2024-01-25 |
| GA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
Crawfordville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. CMA REAL ESTATE LLC,730 E. NORTHWAY LANE ATLANTA, GA 30342, REAL ESTATE, PARTNER, SINCE 11/2011, LLC OPENED TO TAKE IN CHECKS FROM LOAN. OTHER OWNER IS BRANDI LEVY, FA'S SPOUSE. 2. *530144 - ei3; Investment related No; Pearl River, New York; Technology; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 2; After business hours: 0; business acumen - general board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
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