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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| NC | RA | APPROVED | 2009-06-01 |
Branch Locations
6340 Quadrangle Drive Suite 300, Chapel Hill, NC 27517 • 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 And Co, Inc | Raleigh | NC | 05/2008 | Present |
| Morgan Stanley Smith Barney | Durham | NC | 06/2009 | Present |
*456839- Virginia Inland Sailing Association; Investment related -No; Moneta, Virginia; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 4;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-06 |
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