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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
16055 Space Center Boulevard Suite 100, Houston, TX 77062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Houston | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | Present |
(1) 491057 - Trust / Investment Related / San Antonio, TX / Trustee / Co-Trustee / Start 18-October-2011 / During business hours: 0; After business hours: 2. (2) 536048 - Moody Methodist Church / Not Investment Related / Galveston, TX / Religious; Staff-Parish Relations Committee / Start 10-January-/2023 / During business hours: 0 / After business hours: 5 / In the United Methodist Church, the Staff-Parish Relations Committee (SPRC) acts as a vital liaison, supporting, evaluating, and integrating clergy and staff with the congregation's mission. (3) 639584 - Brain Injury Association of America / Not Investment Related / Fairfax, VA / Health and Welfare, Medical / Finance Committee, Advisory Board / Start 23-May-2025 / During business hours: 0 / After business hours: 3 / Administrative, Business Development and Growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-07 |
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