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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| MS | RA | APPROVED | 2017-06-13 |
| LA | RA | APPROVED | 2010-11-12 |
Branch Locations
1100 Poydras Street Suite 1900, New Orleans, LA 70163 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New Orleans | LA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*527782 - Rental Property; Investment related: Yes; Montgomery, Alabama; Real Estate; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 1; Lease agreement terms and conditions 1. HODGES WAREHOUSE & LOGISTICS PO BOX 9099/4590 MOBILE HWY MONTGOMERY AL 36108 2. INVESTMENT RELATED 3. STOCK HOLDER IN FAMILY BUSINESS 4. 04/18/2005 5. 2 HOURS 6. NONE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-08 |
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