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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2010-08-04 |
Branch Locations
1320 Main Street Suite 800, Columbia, SC 29201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Columbia | SC | 08/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. WRENN CAPITAL LLC; START UP FOR BUSINESSES AND REAL ESTATE INVESTMENTS; ISLAND VIEW CIRCLE, ELGIN SC; PRESIDENT; 2 HOURS; 0 DURING; LLC USED AS A MEANS TO START BUSINESSES 2. BAD DONKEY, LLC/FORMER COFFEE SHOP; NON INVESTMENT RELATED; ISLAND VIEW CIRCLE ELGIN, SC; PRESIDENT; 2 HOURS PER MONTH, IN THE PROCESS OF WINDING DOWN THE BUSINESS 3. DownSideUp, LLC; Investment related Yes; Real Estate Investments; Director (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 2; Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-10 |
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