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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-28 |
| OK | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • United States
Indian Wells, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Dallas | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. COEMARK 3.*482118- Power of Attorney; Investment related -Yes; Dallas, Texas; Successor Role; 03/2022; During business hours: 0; After business hours: 0; *634809 - Clements Family Investments, Limited Liability Company; Investment related: Yes; Scottsdale, Arizona; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 7/2008; During business hours: 0; After business hours: 0; silent partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-12 |
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