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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Sarasota | FL | 04/2007 | Present |
| Morgan Stanley Smith Barney | Sarasota | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1- TO SERVE ON THE BOARD OF DIRECTORS WITH THE NEW COLLEGE ALUMNAE ASSOCIATION. 2. *433118 - New College Foundation; Investment related - No; Sarasota; Florida; Public Schools; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 1; After business hours: 0; Investment Decisions/Advice 3. *498246- NEW COLLEGE FOUNDATION; Investment related No; SARASOTA, Florida; Public Schools; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 2; Labor or Service 4. *535103 - Kendall Family Foundation, Inc.; Investment related: No; Venice, Florida; Private Foundation; Founder, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-05 |
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