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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-08 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Houston | TX | 02/2017 | Present |
| Morgan Stanley Smith Barney Llc | Jackson | MS | 11/2016 | 02/2017 |
| Wells Fargo | Flowood | MS | 07/2016 | 11/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2022 | Present |
Future Company - Crew Family LLC; Investment related; Family Investment Accounts; Co-owner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 1; Management of family investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
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