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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-09 |
| TX | RA | APPROVED | 2023-07-21 |
| VA | RA | APPROVED | 2023-07-21 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Vienna | VA | 11/2008 | 07/2023 |
| Morgan Stanley Smith Barney Llc | Mclean | VA | 07/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
*637184 - Rental Property; Investment Related: Yes; Parrish; Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024 During Business Hours: 0; After Business Hours; 0 ; Other *637187- Rental Property; Investment Related: Yes; Parrish; Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024 During Business Hours: 0; After Business Hours; 0 ; My wife and I own this property which managed by PMI Southwest Florida
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-30 |
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