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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED_RES | 2020-05-05 |
| FL | RA | APPROVED | 2012-08-27 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | St. Petersburg | FL | 08/2012 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
* 417885 - Rewind, Co.; Investment related No; San Francisco, CA; Hospital/Healthcare; Advisory and Brand Ambassador (proprietor, partner, officer, director, employee, trustee, agent); Dec 2021; During business hours: 0; After business hours: 2. *515802-Trust ; Investment related-Yes; St Pete Beach, Florida; 08/2022; During business hours: 3; After business hours: 0 *544838 - Trust; Investment related-Yes; St Pete Beach, Florida; 01/2022; During business hours: 2; After business hours: 0 *544984 - Trust; Investment related: Yes; St Pete Beach, Florida; 06/2022; During business hours: 2; After business hours: 0 *544987 - Trust; Investment related: Yes; St Pete Beach, Florida; 06/2022; During business hours: 2; After business hours: 0 *611111 - MJ TWO LLC; Investment related: Yes; St Pete Beach, Florida; Automotive/Transportation; Partner(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-13 |
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