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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-15 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
1401 Manatee Avenue West Suite 1110, Bradenton, FL 34205 • 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 | Bradenton | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. *397474 - Coastal Conservation Association of Florida; Investment related No; Orlando, Florida; Environmental; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); May 2020; During business hours: 0; After business hours: 1; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-18 |
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