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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
6410 Poplar Avenue Suite 600, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Memphis | TN | 05/2009 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Memphis | TN | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
*522294 - Rental Property; Investment related: Yes; Memphis, Tennessee; Real Estate; owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 0; owner *596030- KIrby woods baptist church; Investment related: No; Memphis, Tennessee; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-04 |
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