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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-11-17 |
| VA | RA | APPROVED | 2012-10-10 |
| DC | RA | APPROVED | 2011-02-16 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
333 John Carlyle Street Suite 650, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Columbia | SC | 04/2007 | Present |
| Morgan Stanley Smith Barney | Columbia | SC | 06/2009 | Present |
*318749 - Pamplin Advisory Council; Investment related - No; Government / Municipality / Political; Committee Member (proprietor, partner, officer, director, employee, trustee, agent); Jun 2017; During business hours: 0; After business hours: 1; Attend and support receptions and other Pamplin events that may be scheduled in the member's region. Participate in class room and Pamplin student organizations as needed and requested.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-03 |
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