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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-19 |
| MO | RA | APPROVED | 2009-06-01 |
Branch Locations
7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Clayton | MO | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 253162 - 534 St. Louis LP / Investment Related / St. Louis, MO / Partner / Start November 2004 / During business hours: 1 / After business hours: 0 / Check Signing, Funds Disbursements, Administrative, Investment Decisions and Advice. (2) 622202 - South Price Road, LP / Investment Related / St. Louis, MO / Investment, Finance, Banking / Partner / Start April 2025 / During business hours: 1 / After business hours: 0 / Administrative, Investment Decisions and Advice, Accounting, Bookkeeping, Business Development and Growth, Check Signing, Funds Disbursements. (3) 622931 - Lowell Family LLC / Investment Related / St. Louis, MO / Family Residuary - main trust / Manager, Authorized Party / Start June 2009 / During business hours: 4 / After business hours: 0 / Administrative, Accounting, Bookkeeping, Check Signing, Funds Disbursements, Investment Decisions and Advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-08 |
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