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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-11 |
| NC | RA | APPROVED | 2020-12-09 |
Branch Locations
13024 Ballantyne Corporate Plaza Suite 650, Charlotte, NC 28277 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Charlotte | NC | 04/2010 | 11/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2020 |
| Ubs Financial Services Inc | Charlotte | NC | 11/2020 | Present |
CHARLOTTE KIWANIS CLUB; NOT-INVESTMENT RELATED; CHARLOTTE/NC; CHARITY; TITLE: DIRECTOR; START DATE: 2/2013; DURING BUSINESS HOURS - 1; AFTER BUSINESS HOURS - 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-24 |
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