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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Purchase | NY | 03/2010 | 10/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2018 |
| Wells Fargo Clearing Services Llc | Dallas | TX | 10/2018 | Present |
JCLB HOLDINGS LLC, INV RELATED, PLANO, TX, 100% OWNERSHIP WITH SPOUSE, START 10/15/2020, 1 HR PER MONTH, ZERO DURING TRADING, HOLDS FAMILY PRIVATE INVESTMENTS AND REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-18 |
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