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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-22 |
| SC | RA | APPROVED | 2009-06-01 |
Branch Locations
201 East Mcbee Avenue 1St Floor, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Spartanburg | SC | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. Twin Oaks Development; Investment related; Spartanburg, SC; Purchase and leasing of commercial real estate; 25% Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2008; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-23 |
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