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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-07 |
| TX | RA | APPROVED_RES | 2019-10-04 |
Branch Locations
333 South Tamiami Trail Suite 199, Venice, FL 34285 • United States
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Venice | FL | 09/2013 | 10/2019 |
| Ema Partners Of Florida Llc | Sarasota | FL | 02/2017 | 10/2017 |
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 10/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2019 | Present |
395380 - Onaway Properties LLC; Investment related- Yes; Sarasota, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); March 2020; During business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-29 |
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