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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-05-13 |
| LA | RA | APPROVED | 2010-11-12 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | San Antonio | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.Heirs of S. Abraham LLC; Investment related Yes; New Orleans, LA; receive income from royalty and lease agreements; co-manager (proprietor, partner, officer, director, employee, trustee, agent); Dec 1973; During business hours: 1; After business hours: 0 *629530 - 144 point lane llc; Investment Related - Yes; houston, Texas; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 0; After Business Hours: 1; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-02 |
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