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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-13 |
| AL | RA | APPROVED | 2026-06-17 |
Branch Locations
201 South Court Street 4Th Floor, Florence, AL 35630 • United States
305 Church Street, Huntsville, AL 35801 • 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 |
|---|---|---|---|---|
| Pnc Investments | Huntsville | AL | 05/2013 | 06/2026 |
| Morgan Stanley Smith Barney Llc | Florence | AL | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-21 |
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