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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-09-19 |
| TX | RA | APPROVED_RES | 2011-10-26 |
| WV | RA | APPROVED | 2009-06-11 |
Branch Locations
2000 Meridian Boulevard Suite 290, Franklin, TN 37067 • United States
500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • United States
3102 West End Avenue Suite 200, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Charleston | WV | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*513427 - Rental Property; Investment Related - Yes; Brentwood, Tennessee; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2022; During Business Hours: 1; After Business Hours: 9; Property Management, Other.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-28 |
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