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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
5001 Spring Valley Road Suite 900W, Dallas, TX 75244 • 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 | Dallas | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.BALKA LLC; Investment related: Yes; Dallas TX; LLC to hold rental properties (4824 Ridgeside Dr, Dallas, tx 75244 and 4614 Ridgeside Dr Dallas, tx 75244); Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); May 2017; During business hours: 0; After business hours: 0; I am partner for LLC and own the homes in the LLC *385067 - Rental Property ; Investment related Yes; Watersound, FL; Rental property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-04-20 |
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