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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Pensacola | FL | 06/2009 | 12/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 12/2025 |
| Private Client Services | Pensacola | FL | 01/2026 | 01/2026 |
| Thirtyone Wealth | Pensacola | FL | 01/2026 | 01/2026 |
| Morgan Stanley Smith Barney Llc | Pensacola | FL | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
*617631- Escambia-Santa Rosa Bar Association; Investment related- No; Pensacola, Florida; Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2024; During business hours: 0; After business hours: 1; Administrative. (2) Good Egg / San Francisco, CA / Investment Related / Real Estate Syndications (group investments) / Member in real estate group fund / 0 hours. Outside Personal Alt Investment - 447 Sutter St Ste 506, #1168, San Francisco, CA 94108 - 04/2024 *534556- Middle Earth (Rental Property); Investment related: Yes; pensacola, Florida; Rental Property ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 0; FA is owner and hires a third party managment company to handle all aspects of the property. *663138- Rental Property; Investment related: Yes; Kansas City, Missouri; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 0; Administrative *628494- Rental Property; Investment related: Yes; Columbus, Georgia; Rental Property; Owner of rental property (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 1; Owner of Rental *475099- Beehive (Rental Prpoerty) Investment related-Yes; Pensacola, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 1; Property Management *683662 -Trrehouse - 3670 Forest Glen Drive - Pensacola, FL 32504; Investment related-Yes; Pensacola, Florida; Rental Property; Owner of Rental Property (proprietor, partner, officer, director, employee, trustee, agent); 05/2004 During business hours: 0; After business hours: 2;Owner of Rental Property *688987- The Rotary Club of Pensacola; Investment related: No; Pensacola, Florida; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 3; After business hours: 0; Membership Chair
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-19 |
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