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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-04-13 |
| FL | RA | APPROVED | 2009-09-14 |
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 | Sarasota | FL | 08/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Rental property; Investment related; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 1; Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-09 |
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