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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-06 |
| CA | RA | APPROVED | 2023-03-03 |
| TN | RA | APPROVED | 2017-06-29 |
Branch Locations
2000 Meridian Boulevard Suite 290, Franklin, TN 37067 • United States
3102 West End Avenue Suite 200, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genspring Family Offices, Llc | Nashville | TN | 08/2010 | 06/2017 |
| Morgan Stanley | Franklin | TN | 06/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 2010-12-10 |
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