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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
500 South Taylor Street Unit 320, Amarillo, TX 79101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Amarillo | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *413280 - Trust; Investment related - Yes; Amarillo, Texas; Successor Trustee; 10/2020; During business hours: 0; After business hours: 0. 2. *414659 - Trust; Investment related - Yes; Amarillo, Texas; Successor Trustee; 10/2020; During business hours: 0; After business hours: 0 3. *414660 - Trust; Investment related - Yes; Amarillo, Texas; Successor Trustee; 11/2020; During business hours: 0; After business hours: 0 4. *414661 - Trust; Investment related - Yes; Amarillo, Texas; Successor Trustee; 10/2020; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-06 |
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