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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
911 W Loop 281 Suite 310, Longview, TX 75604 • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Longview | TX | 07/1993 | Present |
| Morgan Stanley Smith Barney | Longview | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. T & M James Family LP ; Investment related: Yes; Upshur County, TX; owns inherited land and mineral interests; Managing partner(proprietor, partner, officer, director, employee, trustee, agent); Feb 2014; During business hours: 0; After business hours: 0.5; lease land for hay, grazing, and hunting. 2. Rental Property; Investment related Yes; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 0 3. *415651 - James Gang Properties LLC; Investment related -Yes; Tyler, Texas; Real Estate; LLC Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 2; Administrative 4. *507743- Trust; Investment related-Yes; Kilgore, Texas; 10/2013; During business hours: 2; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1982-06-01 |
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