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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
124 West Jefferson Street, Madison, GA 30650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Madison | GA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Madison | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*45620- PHR Partners; Investment related-Yes; Madiosn, Georgia; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/1997; During business hours: 0; After business hours: 12; Property Management 2.MADISON PLANING COMMISSION,VICE CHAIR;NOT INVESTMENT RELATED;START DATE; 1/2015;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-1;MADISON GA 6. *507070 : Trust ; Investment related : Yes ; Atlanta ; Georgia ; Trust ; Trustee/Co-Trustee ; 4/2021 ; During business hours : 2 ; After business hours : 3 ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-21 |
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