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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-31 |
| SC | RA | APPROVED | 2009-06-01 |
Branch Locations
1320 Main Street Suite 800, Columbia, SC 29201 • 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 Llc | Columbia | SC | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
UNIVERSITY OF SC BOARD OF DANCE; NON-PROFIT EDUCATION; BOARD MEMBER; ONE HOUR PER WEEK OUTSIDE NORMAL OFFICE HOURS *569709- Capiital City/Lake Murray Country Regional Tourism Board; Investment related: No; Columbia, South Carolina; Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 2; Marketing, Promoting tourism in SC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-30 |
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