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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 |
| LA | RA | APPROVED | 2009-06-01 |
| MS | RA | APPROVED | 2009-06-01 |
Branch Locations
400 Convention Street Suite 400, Baton Rouge, LA 70802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Baton Rouge | LA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Baton Rouge | LA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 459021 - Whitberryclay LLC; Investment related Yes; Baton Rouge, Louisiana; Nature of the business; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Activity start month/year; During business hours: 0; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-20 |
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