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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-09 |
| MN | RA | APPROVED | 2014-02-04 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Austin | TX | 06/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. SUPERIOR, WI - 2 RESIDENTIAL PROPERTY 2 RENTAL UNITS - OWNER, PREPARE APTS, SHOW THEM, AND MAINTAIN THEM. - 7/2005 - 1 HOUR OUTSIDE BUSINESS HOURS, 0 SHARES HELD - OWNED TWO RESIDENTIAL DUPLEXES FOR THE PAST FIVE YEARS THAT I RENT OUT FOR RENTAL INCOME. THEY ARE IN SUPERIOR, WI** 2. UNIVERSITY OF MINNESOTA -- DULUTH; TEACH 8 WEEK COURSE TO SENIOR CITIZENS; 2 HOURS DURING BUSINESS; 0 AFTER BUSINESS; 01/2014 3.University of Texas; Investment related: No; Austin, Texas ; Government / Municipality / Political/University; Volunteer teach for a class(proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 2; After business hours: 0; teaching *301548 - Circle C Child Development Center; Investment related - No; Austin, TX; Children/Youth; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Sept 2016; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-09 |
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