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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-22 |
| TX | RA | APPROVED | 2010-11-15 |
Branch Locations
7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States
Hillsboro Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Plano | TX | 08/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Peery-Barton Holdings, LLC; Investment related Yes; Tx; LLC; Consulting General Partner - Business (proprietor, partner, officer, director, employee, trustee, agent); Sep 2004; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-24 |
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