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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
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Alpharetta | GA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Alpharetta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Rental Property; Santa Rosa Beach FL; Sole Proprietor / Owner / Partner; Investment related; Rental; 03/2017; 0,1 2. Rental Property; Investment related; Miramar Beach, FL; Sole Proprietor / Owner / Partner; Jan/2018; During business hours: 0; After business hours: 1; None other than ownership
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-26 |
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