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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-10-15 |
Branch Locations
909 East Southeast Loop 323 Suite 170, Tyler, TX 75701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Tyler | TX | 06/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*423930 - Kourage Health; Investment Related - No; Tyler, Texas; Health and Welfare, Medical, Social & Recreational; Board Member, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2021; During Business Hours: 0; After Business Hours: 4; Administrative *635485- Personal Real Estate Investment; Investment related: No; Flint, Texas; Real Estate; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-02 |
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