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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | San Antonio | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. JIC Partners; Investment related; Private Investments; Partners; 12/2016; 0,1 2. Gurwitz Properties; Investment related Yes; San Antonio, TX; Real Estate Investments; Managing Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 1; After business hours: 1; To be an acted Managing Partner 3. 3G1D; Investment related Yes; San Antonio TX; Real Estate Investing; President (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0.5; After business hours: 1 5.*502553- Trust; Investment related-Yes; Atlanta, Georgia; Trustee/Co-Trustee; 06/2005; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-19 |
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