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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-28 |
| IN | RA | APPROVED | 2022-11-18 |
| TX | RA | APPROVED | 2022-11-18 |
Branch Locations
401 Wabash Avenue, Terre Haute, IN 47807 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Indianapolis | IN | 12/2008 | 11/2022 |
| Morgan Stanley Smith Barney Llc | Naples | FL | 11/2022 | Present |
| Morgan Stanley Smith Barney Llc | Terre Haute | IN | 11/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2022 | Present |
AERO HOLDINGS 2232 Maplegrove Lane TERRE HAUTE IN 47803 AIRPLANE LEASEBACK I HAVE BEEN WANTING TO DO THIS FOR ABOUT 15 YRS. IT IS A VERY COMMON PRACTICE IN GENERAL AVIATION. STARTED:12/31/2004 10 TO 15 HOURS/ MONTH. NONE DURING TRADING. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-24 |
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