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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-18 |
| NY | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | New York | NY | 09/2005 | Present |
| Morgan Stanley Smith Barney | Palm Beach | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*666342- P.A.T.C.H.LLC; Investment related: No; Palm Beach Shores, Florida; Education; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 5; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-09 |
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