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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
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | San Antonio | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. TEXAS CAVALIERS BOARD OF DIRECTORS 2. St. Mark's Investment Committee; Not Investment related; San Antonio, Texas; Church; Board member(proprietor, partner, officer, director, employee, trustee, agent); Jan 2018; During business hours: 0; After business hours: 1; Decision making on Church finances, Making decisions in terms of the Church's investments and objectives, both short term and long term planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-19 |
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