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Morgan Stanley CRD 149777
$1.96T regulatory AUM 416,984 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-02-18 |
Branch Locations
6410 Poplar Avenue Suite 600, Memphis, TN 38119 • 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 |
|---|---|---|---|---|
| Wunderlich Securities | Memphis | TN | 06/2008 | 02/2022 |
| Morgan Stanley Smith Barney Llc | Memphis | TN | 02/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2022 | Present |
CATTLE FARM; 1731 RENFROE RD. NE, DALTON, GA, 30721; INHERITED PROPERTY FOLOWING DEATH OF MY FATHER; START: 2011; OWNER; NOT INVESTMENT RELATED; I RENT THE LAND FOR PASTURE AND THE HOUSE AS A RESIDENCE; REAL ESTATE INVESTMENT/RENTAL PROPERTY; 0.25 HOURS PER MONTH WILL BE DEVOTED TO THIS ACTIVITY; ZERO HOURS DURING TRADING HOURS; REMUNERATION IS $9000 PER YEAR IN TOTAL RENTAL INCOME. *490102- Family Farm; Investment related Yes; Memphis, Tennessee; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2011; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-02 |
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