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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-09-18 |
| TX | RA | APPROVED | 2020-09-18 |
Branch Locations
201 South Court Street 4Th Floor, Florence, AL 35630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florence | AL | 05/2014 | 09/2020 |
| Bank Of America, N.A. | Florence | AL | 10/2014 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Florence | AL | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
* 418997 â?" Florence Industrial Development Board; Investment related No; Florence, AL; Government; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); Nov 2016; During business hours: 2; After business hours: 0; Administrative *537905 - The Congregational Endowment Fund of First United Methodist Church of Florence; Investment related No; Florence, Alabama; Charitable, Private Foundation; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 1; Administrative, Business Development/Growth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-31 |
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