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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-17 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Palm Beach | FL | 04/2007 | Present |
| Morgan Stanley Smith Barney | Palm Beach | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*566557- 561 Ocean LLC; Investment related Yes; Palm Beach, Florida; Real Estate; Member of LLC (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 10; Check Signing/Funds Disbursements *642331-360 Ocean LLC: Real Estate; Investment related-Yes; Palm Beach, Florida; Real Estate; Member of LLC (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 10; Check Signing/Funds Disbursements *687676- Beverly Home LLC; Investment related: Yes; Palm Beach, Florida; Real Estate;Member of LLC (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 10; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-31 |
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