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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-24 |
| SC | RA | APPROVED | 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. COLUMBIA ECONOMICS CLUB; COLUMBIA, SC; PRESIDENT; EXECUTIVE ECONOMIC EDCATION;4 HOURS ARE DEVOTED PER WEEK DURING TRADING AND NON TRADING HOURS*** 2. THE BASTIAT SOCIETY; PRESIDENT; NO TIME IS DEVOTED DURING TRADING AND NON TRADING HOURS PER WEEK*** 3.L*150816 : Liberty Fund, Inc ; Investment related : No; Carmel ; Indiana ; Education ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2013 ; During business hours : 5 ; After business hours : 5 ; Administrative *568422 - The Rotary Club of St Andrews - Columbia Scholarship Foundation ; Investment related - No ; Columbia ,South Carolina ; Education ; Treasurer (proprietor, partner, officer, director, employee, trustee, agent) ; 10/2023 ; During business hours : 2 ; After business hours : 0 ; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-30 |
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