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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| VA | RA | APPROVED | 2012-08-31 |
Branch Locations
222 Central Park Avenue, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Virginia Beach | VA | 08/2012 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Naples | FL | 04/2025 | Present |
(1) 252123 - Rental Property / Investment Related / Virginia Beach, VA / Sole Proprietor, Owner, Partner / Start March 2016 / During business hours: 0 / After business hours: 1 / Collect rent, pay bills. (2) 406580 - Lending / Investment Related / Virginia Beach, VA / 10-August-2020 / During business hours: 0 / After business hours: 1 / Loan to son. (3) 426679 - Kempsville Rental Property / Investment Related / Virginia Beach, VA / Real Estate / Investor, Sole Proprietor, Owner / Start 01-April-2021 / During business hours: 0 / After business hours: 2 / Accounting, Bookkeeping, Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-04 |
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