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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Austin | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*72027 - Austin Ski Club; Investment related - No; Buda, Texas; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 1; Business Development/Growth *230462- Riverbend Endowment Fund; Investment related -No; Austin, Texas; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-05 |
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