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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-20 |
Branch Locations
285 Clyde Morris Boulevard Street 100, Ormond Beach, FL 32174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | Purchase | NY | 09/2012 | Present |
| Morgan Stanley Smith Barney Llc | Purchase | NY | 09/2012 | Present |
1. Deacon Blackfire, LLC; Investment related; AVE Rye, NY; Private Company; Owner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2017; During business hours: 0; After business hours: 0; Facilitate passive investment in a privately held real estate development project. *382773 - SnifferCat Inc.; Investment related; Over-the-top Streaming Media (OTT); Board member (proprietor, partner, officer, director, employee, trustee, agent); Dec 2019; During business hours: 0; After business hours: 2. *423340 - Larry and Marianne Williams Family Foundation.; Investment related No; Boise, ID; Non-Profit; Executive Committee member (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 0; After business hours: 4. * 468633- Peter's Sunset Lake LLC; Investment related Yes; St. Augustine, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 1; * 472149- P510 LLC; Investment related Yes; St. Augustine, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 1; description of duties *596028 - FSUIPA, UK; Investment related: No; Tallahassee, Florida; Public Schools; Council Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 2; Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-09 |
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