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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-10-17 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Plantation | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. CEDAR VILLAS HOME OWNERS ASSOCIATION; N/A; BOARD MEMBER; HOA; .1 HOUR PER WEEK DURING NON TRADING HOURS 2. COLLECT RENTAL INCOME AND MAITAIN PROPERTY; OWNER; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 08/2012 *617905 - broward county school board; Investment related: No; fort lauderdale, Florida; Public Schools; Audit Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 4; Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-11 |
| S66 | Uniform Combined State Law Examination | 2000-07-13 |
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