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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-31 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Sarasota | FL | 01/2009 | Present |
| Morgan Stanley Smith Barney | Sarasota | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-22 |
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