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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-07-29 |
| TX | RA | APPROVED | 2022-07-29 |
Branch Locations
3120 Frederick Road Suite G, Opelika, AL 36801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc. | Auburn | AL | 01/2009 | 09/2018 |
| Ameriprise Financial Services, Inc. | Auburn | AL | 06/2018 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Opelika | AL | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2022 | Present |
*516178 - CFN Properties, LLC; Investment related: Yes; Auburn, AL; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 08/2019; During business hours: 0; After business hours: 5; Property Management *517331 - Auburn University; Investment related No; Auburn, Alabama; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2022 ; During business hours: 4; After business hours: 8; Adjuct Instructor teaching small business finance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-11 |
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