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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
142 South Woodland Boulevard Suite 100, Deland, FL 32720 • 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 Llc | Deland | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*590369 - Volusia/Flagler Family YMCA; Investment Related - No; Deland, Florida; Civic/Community, Children/Youth; Board Member, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2024; During Business Hours: 2; After Business Hours: 0; Business Development/Growth, Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-30 |
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