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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
729 South West Federal Highway Suite 300, Stuart, FL 34994 • 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 | Stuart | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. *55582 - Real Property Solutions Group II LLC; Investment related - Yes; Palm City, FL; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2020; During business hours: 1; After business hours: 1; Investment Decisions/Advice 2. Steven J Allison & Mary Beth Allison Rev Trust; Investment related; Stuart, Fl; Rental; Sole Proprietor / Owner / Partner; 01/2016; 1,1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-27 |
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