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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-31 |
| FL | RA | APPROVED | 2014-02-04 |
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 | Sarasota | FL | 01/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*525775 - David A White & Patricia R Sistrunk Investments LLC.; Investment related Yes; Bradenton, Florida; Qualified Personal Residents Trust Estate planning from my parents to my sister and I; Officer (proprietor, partner, officer, director, employee, trustee, agent); 12/2022 ; During business hours: 0; After business hours: 2; Administrative. *630131 - The Big Five South LLC.; Investment Related - Yes; Bradenton, Florida; Real Estate; Manager (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2025; During Business Hours: 0; After Business Hours: 4; Administrative, Check Signing/Funds Disbursements. *630128- The Big Five North LLC.; Investment related - Yes; Bradenton, Florida; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 4; Check Signing/Funds Disbursements, Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-11 |
| S66 | Uniform Combined State Law Examination | 2000-01-27 |
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