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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
721 W. Broadway, Enid, OK 73701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Enid | OK | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *367211- LEJ Leasing, LLC; Investment related-Yes; Enid, Oklahoma; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2001; During business hours: 0; After business hours: 1; Administrative, Accounting/Bookkeeping, Property Management 2. *440750 - Collins Cemetary Association of Okeene Oklahoma, Inc; Investment related: No; Okeene, Oklahoma; Charitable, Non-Profit; Investment Committee, Board Member(proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-07 |
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