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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
124 West Jefferson Street, Madison, GA 30650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Atlanta | GA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Madison | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*393490- Rotary Club of Greene & Putnam Counties; Investment Related - No; Greensboro, GA; Civic/Community; Co-Treasurer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); July 2020; During Business Hours: 2; After Business Hours: 3; Accounting/Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-10 |
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