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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-07-03 |
| TX | RA | APPROVED | 2017-07-14 |
Branch Locations
2200 South Utica Place Suite 500, Tulsa, OK 74114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | New York | NY | 06/2015 | 07/2017 |
| Morgan Stanley | Tulsa | OK | 07/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | Present |
*688425- FPS INDUSTRIAL PROPERTIES, LLC; Investment related: Yes; Tulsa, Oklahoma; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 0; Other Passive Investor, member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-26 |
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