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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
800 East 96Th Street Suite 400, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Indianapolis | IN | 06/2007 | 08/2026 |
| Morgan Stanley Smith Barney Llc | Indianapolis | IN | 08/2026 | Present |
(1) Storage U / Not Investment Related / Indianapolis, IN / Storage facility and services for college students / Co-Owner (51%) along with husband (he owns the other 49%) / Start May 2024 / 0 hours / Passive investor. No management duties, no operational duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-27 |
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