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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| MS | RA | APPROVED | 2017-08-31 |
Branch Locations
1018 Highland Colony Parkway Suite 105, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Inc. | Little Rock | AR | 06/2014 | 06/2017 |
| Morgan Stanley | Jackson | MS | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
*497851 - Ole Miss Business School Advisory Board; Investment related: No; University, Mississippi; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 3; After business hours: 7; Labor/Service *541640 - WSD HOLDINGS, LLC; Investment related Yes; Jackson, Mississippi; Legal entity to hold investments; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 0. *618235 - LunarX, LLC; Investment Related - Yes; Jackson, Mississippi; Manufacturing; Sole Proprietor/Owner, Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2024; During Business Hours: 0; After Business Hours: 0.25; Other.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-07 |
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