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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-12 |
| FL | RA | APPROVED | 2024-07-09 |
Branch Locations
101 East Kennedy Boulevard, Suite 1800, Tampa, FL 33602 • 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 | Tampa | FL | 09/2006 | 07/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2024 |
| Ubs Financial Services | Tampa | FL | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. BUSINESS/COMPANY- AQUA TEAM POOL AND SPA -POOL SPA AND CLEANING- CO-OWNER- EFFECTIVE 07/2010. 2 HOURS DURING BUSINESS- 3 HOURS AFTER BUSINESS HOURS 2. 17400 Gulf boulevard; Investment related; private condo rental; Redington Shores, FL; Sole Proprietor / Owner / Partner; 0,1 3. University of South Florida College of Business; Not Investment related; Tampa, FL; Government / Municipality / Political; Council member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2013; During business hours: 1; After business hours: 0; Serve as sounding board for the Dean of The College of Business regarding potential needs and issues concerning the academic curriculum and student needs and programs for the college of business. 5.Brandon rotary club charity; Investment related - No; Brandon, Florida; Philanthropy; Charity / Private Foundation (proprietor, partner, officer, director, employee, trustee, agent);During business hours: 1; After business hours: 1 6)BullJester, LLC ,United States , Sport & Leisure Facilities , this is a shell corporation for the sole purpose of purchasing season football tickets. , pay for season football ticket invoices when due , Start date 7/1/2027
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-08 |
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