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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-01 |
| WV | RA | APPROVED | 2009-06-01 |
Branch Locations
500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Charleston | WV | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*546023 - Tristen Leavitt for Public Office; Investment related No; Charleston, West Virginia; Political Office; Official Role with Political Organization, Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 5; Check Signing/Funds Disbursements, Administrative. *578103 - John Thompson Farm; Investment Related - Yes; Elkview, West Virginia; Agriculture; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2016; During Business Hours: 0; After Business Hours: 10; Family Farm, provide labor and all other services required for a family farm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-20 |
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