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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
1320 Main Street Suite 800, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
1. JAMES R. CLARK MEMORIAL SICKLE CELL FOUNDATION; CHAIRMAN-ENDOWMENT COMMITTEE; ONE HOUR PER WEEK OUTSIDE NORMAL OFFICE HOURS 2. BROOKLAND BAPTIST CHURCH MINISTER 3. MINISTER AT VARIOUS CHURCHES; 04/2008 4.Ladson Presbyterian Church; Investment related No; Columbia, SC; Charity / Private Foundation; Employee (proprietor, partner, officer, director, employee, trustee, agent); Aug 2010; During business hours: 0; After business hours: 1.5; Preaching
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-18 |
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