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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-23 |
| FL | RA | APPROVED | 2012-03-12 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
890 S Palafox St, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Pensacola | FL | 02/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. HARROD FAMILY, LLC- PACE, FL - 50% OWNERSHIP, MEMBER- MY WIFE OWNS OTHER 50%- 50% SHARES HELD- 1 OR 2 DAYS PER YEAR- FAMILY PARTNERSHIP SET UP TO OWN REAL ESTATE INVESTMENTS. WE CURRENTLY OWN PARTNERSHIPS IN ALABAMA AND A SMALL PARTNERSHIP INTERESTS IN A OFFICE BUILDING IN MOBILE. 2012 * 255061 - Olive Baptist Church; Investment related: No; Pensacola, Florida; Non-Profit; Finance Committee, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2015; During business hours: 0; After business hours: 7; Administrative, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-26 |
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