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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-01 |
| FL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2825 N. University Drive Suite 400, Coral Springs, FL 33065 • United States
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
St. Petersburg, FL • United States
Harbor Springs, MI • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Coral Springs | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*451492-Trust; Investment related -Yes; Boca Raton, Florida; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 0; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-17 |
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