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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| FL | RA | APPROVED | 2015-01-20 |
Branch Locations
142 South Woodland Boulevard Suite 100, Deland, FL 32720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Deland | FL | 01/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
UNADILLA CORPORATION, INC. 2% OWNERSHIP FAMILY ORANGE GROVES STRICLTY AN INVESTOR MEET.COM INTERACTIVE PERSONALS, INC. MOBILE DATING/SOCIAL APP 42 GARDEN DR. DELAND, FL 3% OWNERSHIP, ADVISE COMPANY ON TECH AND OPERATION MATTERS, NO TIME SPENT DURING SECURITIES HOURS *212529 - S.H. Taylor Acquisitions, Inc.; Investment related: Yes; deland, Florida; Small Business Consulting and Operation and real estate holdings; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 3; Owner WEST NEW YORK AVE CORP, 112 N FLORIDA AVE, DELAND, FL 32720; FAMILY REAL ESTATE MANAGEMENT; SERVE AS VP AND OVERSEE THE COMPANY; NO TIME IS SPENT AT THIS BUSINESS DURING SECURITIES TRADING HOURS. SURETY BANK PRIVATE SMALL COMMUNITY BANK/STRICTLY A PASSIVE INVESTOR ST. BARNABAS CHURCH VESTRY/BOARD MEMBER ADVISE THE CHRUCH ON ENDOWMENT INVESTMENTS NO TIME SPENT DURING MARKET HOUR. STETSON BUSINESS SCHOOL FOUNDATION CHAIRMAN OF THE FOUNDATION INVESTMENT COMMITTEE. ATTEND BI-ANNUAL MEETINGS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-19 |
| S65 | Uniform Investment Adviser Law Examination | 2006-06-28 |
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