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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-10 |
| TN | RA | APPROVED | 2022-01-24 |
Branch Locations
3102 West End Avenue Suite 200, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Nashville | TN | 11/2021 | Present |
| Pricewaterhousecoopers | Nashville | TN | 07/2014 | 10/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2022 | Present |
I am the owner of a second home, which I rent out. This arrangement started on 11/15/2021. I devote approximately 1 hour a month to the business, and 0 hours per month during securities trading hours. Duties include ownership and property management. Address is 4908 Illinois Ave, Nashville, TN 37209.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-20 |
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