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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2009-06-01 |
Branch Locations
4969 Us Highway 42 Suite 1200, Louisville, KY 40222 • United States
Louisville, KY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Louisville | KY | 04/2007 | Present |
| Morgan Stanley Smith Barney | Louisville | KY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. RENTAL PROPERTY JOINT OWNER; PASSIVE INVESTOR; INVESTMENT RELATED; LOUISVILLE, KY; START DATE: 01/2015; DURING BUSINESS HOURS 0, AFTER BUSINESS HOURS- 0; Rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1980-08-27 |
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