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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-26 |
| FL | RA | APPROVED | 2017-02-10 |
Branch Locations
Winter Haven, FL • United States
4458 Legendary Drive Suite 300, Destin, FL 32541 • United States
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pensacola | FL | 12/2016 | 11/2017 |
| Executive Transformations, Inc. | Pensacola | FL | 10/2013 | 12/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2017 | Present |
| Morgan Stanley | Destin | FL | 11/2017 | Present |
*506769 - Warrington Elks Lodge BPOE 2108; Investment related: No; Pensacola, Florida; Fraternal Society, Children/Youth; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 5; Administrative. *683607- Rental of owned RV lot through a management company; Investment related: Yes; Marble, North Carolina; Rental Property; Property Owner (proprietor, partner, officer, director, employee, trustee, agent); 03-2026; During business hours: 0; After business hours: 0; No duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-13 |
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