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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-08
  • TX RA
    APPROVED
    Since 2018-10-08

Branch Locations

2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2017 → Present
    Morgan Stanley Smith Barney Llc
    Houston, TX
  • 11/2016 → 02/2017
    Morgan Stanley Smith Barney Llc
    Jackson, MS
  • 07/2016 → 11/2016
    Wells Fargo
    Flowood, MS
  • 05/2022 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2018-10-08

View on SEC IAPD

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