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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-05-06 |
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
1450 William Street 3Rd Floor, Lake Charles, LA 70601 • United States
Houston, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lake Charles | LA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Charles | LA | 11/2016 | 04/2025 |
| Morgan Stanley Smith Barney Llc | Lake Charles | LA | 04/2025 | Present |
| Morgan Stanley Smith Barney Llc | Houston | TX | 04/2025 | 04/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
*640430 - Jones Family Properties LLC; Investment Related - Yes; Lake Charles, Louisiana; Agriculture, Real Estate, Rental Property Family holding company; Partner, Officer(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2000; During Business Hours: 0; After Business Hours: 1; Accounting/Bookkeeping, Administrative (2) RENTAL PROPERTY / INVESTMENT RELATED / LAKE CHARLES, LA / 25% OWNERSHIP / START 01-JANUARY-2005 / 0 HOURS. (3) RENTAL PROPERTY / INVESTMENT RELATED / LAKE CHARLES, LA / 25% OWNERSHIP / START 31-MARCH-2020 / 0 HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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