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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| NC | RA | APPROVED | 2011-10-10 |
Branch Locations
6340 Quadrangle Drive Suite 300, Chapel Hill, NC 27517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Chapel Hill | NC | 08/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*588475 - Kenan Institute of Private Enterprise; Investment Related - No; Chapel Hill, North Carolina; Education; Advisory Board(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 2; After Business Hours: 2; Business Development/Growth, Fundraising, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-08 |
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