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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-23 |
| TX | RA | APPROVED_RES | 2017-01-23 |
Branch Locations
201 East Pine Street 11Th Floor, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Orlando | FL | 08/1992 | 01/2017 |
| Morgan Stanley | Orlando | FL | 01/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-17 |
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