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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-26 |
| MS | RA | APPROVED | 2009-06-01 |
Branch Locations
6606 Us Highway 98 West, Hattiesburg, MS 39402 • 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 Smith Barney | Hattiesburg | MS | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. RENTAL ACTIVITY; SINGLE FAMILY RENTAL PROPERTIES; OWN AND MANAGE PROPERTIES MANAGE RENTALS, REPAIRS, ACQUISITIONS, ETC; MANAGING MEMBER; HATTIESBURG, MS; 10 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 10/1987*** 2. CONDOMINIUM UNIT GROUP OWNERSHIP; CONDO PERDIDO ORANGE BEACH, AL; BIRMINGHAM, AL; Perdido Place LLC OWNS A RECREATIONAL BEACH CONDO UNIT; PAY ALL BILLS AND MANAGE RECEIPTS AND DISBURSEMENTS; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; MANAGING MEMBER; 05/2005** 3. MADEWOOD BAND, OWNER/MUSICIAN; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 5; START DATE: May 2018; NOT INVESTMENT RELATED; HATTIESBURG, MS; 4. Rental Activity; Investment related Yes; Rental; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); 05/2018; During business hours: 0; After business hours: 0; 5. Sr. Trust; Investment related; MS; Private Financing; Trustee (proprietor, partner, officer, director, employee, trustee, agent); May 2019; lend money for personal reasons 6. *66818 - Rental Property; Investment related - Yes; Hattiesburg, Mississippi; Real estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 10; *580934 - Lauralex Holdings, LLC ; Investment related - Yes ; Hattiesburg,Mississippi ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2024 ; During business hours : 3 ; After business hours : 0 ; Property Management *697694 -Lauraway Holdings, LLC; Investment related: Yes; Hattiesburg, Mississippi; Real Estate; Sole Proprietor/Owner ( proprietor, partner, officer, director, employee, trustee, agent); 06/2026, During business hours:10, After business hours:0,Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-22 |
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