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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-24 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • 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 Smith Barney Llc | Winter Park | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
* 492114 - Trust; Investment related Yes; Winter Park, Florida; Trust; Trustee/Co-Trustee; 03/2022; During business hours: 5; After business hours: 0; Estate Administration, Check Signing/Funds Disbursements *492115- Trust; Investment related Yes; Winter Park, Florida; Trust; Trustee/Co-Trustee; 03/2022; During business hours: 5; After business hours: 0; Check Signing/Funds Disbursements, Estate Administration * 492117 - Trust; Investment related Yes; Winter Park, Florida; Trust; Trustee/Co-Trustee; 03/2022; During business hours: 5; After business hours: 0; Check Signing/Funds Disbursements, Estate Administration *543846 - Trust; Investment related: Yes; Winter Park, Florida; Trust; Trustee/Co-Trustee; 07/2007; During business hours: 1; After business hours: 0; *610640- Wyoming Sky, LLC; Investment related: Yes; Winter Park, Florida; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 1; Administrative, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-04 |
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