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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-08 |
| TX | RA | APPROVED_RES | 2009-10-22 |
| CA | RA | APPROVED | 2009-10-01 |
Branch Locations
444 South Flower Street,34Th Floor, Los Angeles, CA 90071 • United States
Palm Desert, CA • United States
Moorseville, NC • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Los Angeles | CA | 09/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*242137 - Rental Properties; Investment Related - Yes; Mooresville, North Carolina; Real Estate; Other, TTEE (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2009; During Business Hours: 0; After Business Hours: 2; Administrative. *490357 - Trust; Investment related - Yes; Mooresville, North Carolina; 04/2022; During business hours: 1; After business hours: 0 *547293 - Sawmill Branch Partners LLC; Investment related Yes; Mooresville, North Carolina; Real Estate; Investor, Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 5; Accounting/Bookkeeping. *566 - KW Partners LLC ; Investment related - Yes ; Mooresville, North Carolina ; Real Estate:Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 0 ; After business hours : 0.5 ; Accounting/Bookkeeping *642 - FoxVentures, LLC; Investment related: Yes; Moorseville, North Carolina; Rental Property; Sole Proprietor/Owner, Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 1; Property Management *603645 - MidnightLegacyVentures, LLC; Investment Related - Yes; Mooresville, North Carolina; Rental Property; Partner, Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2021; During Business Hours: 0; After Business Hours: 1; Property Management. *606105 - Litvinoff loan; Investment Related - Yes; Moorseville, North Carolina; Other; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 0.1; Accounting/Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-20 |
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