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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Plano | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Rental Property; Investment related; Southmayd, TX; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2016; During business hours: 0; After business hours: 1 3. McKinney Alliance; Investment related No; TX; Charity / Private Foundation; President (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 1; After business hours: 0 4. NASD/FINRA Board of Arbitrators; Arbitrator; during business hours: 2; after business hours 0; 03/2002; investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-28 |
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