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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-07 |
| TX | RA | APPROVED_RES | 2020-02-20 |
| VA | RA | APPROVED | 2019-10-17 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1.*465023- Trust; Investment related -Yes; McLean, Virginia; Trustee/Co-Trustee; 10/2021; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-25 |
| S66 | Uniform Combined State Law Examination | 1997-07-19 |
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