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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| FL | RA | APPROVED | 2012-07-03 |
Branch Locations
7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Fort Myers | FL | 06/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. THE FLORIDA BAR- EFFECTIVE DATE 01/2015- COMMITTEE MEMBER FOR THE TWENTIETH JUDICIAL CIRCUIT GRIEVANCE COMMITTEE A- 1 HOURS DURING BUSINESS AND 1 HOUR AFTER BUSINESS 2.*476963- Trust; Investment related -Yes; Tallahassee, Florida; Successor Trustee; 02/2022; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-15 |
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