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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-03-23 |
| NC | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
| Morgan Stanley Smith Barney Llc | Charlotte | NC | 06/2009 | Present |
1. Rental Income; Investment related; Charlotte, NC; Investment property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2012; During business hours: 0; After business hours: 0 2.*445687- The Coin Laundry on Roosevelt, LLC; Investment related -Yes; Phoenix, Arizona; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 5; Investment Decisions/Advice 3. *499771 : The Coin Laundry on Hartford, LLC ; Investment related : Yes ; Phoenix ; Arizona ; Retail/Online Stores ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2022 ; During business hours : 0 ; After business hours : 2 ; Investment Decisions/Advice 4.*517827- The Coin Laundry on Glendale, LLC; Investment related-Yes; Phoenix, Arizona; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 5; Consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-03 |
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