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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-13 |
| GA | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Athens | GA | 02/2024 | Present |
| Banksouth | Greensboro | GA | 07/2019 | 02/2024 |
| Patten Farms | Lakeland | GA | 05/2015 | Present |
| Student At University Of Georgia | Athens | GA | 05/2015 | 12/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2024 | Present |
*584870 - Patten Farms; Investment related-No; Lakeland, Georgia; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2015; During business hours: 0; After business hours: 8; Labor/Service *610365- Patten Pound Properties LLC; Investment related: Yes; Greensboro, Georgia; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 09/2024; During business hours: 0; After business hours: 2; Administrative, Property Management *653777 - Patten Family Holdings LLC; Investment Related - Yes; Greensboro, Georgia; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2025; During Business Hours: 0; After Business Hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-26 |
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