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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-10-05 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Palm Harbor | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | Present |
* 554954 - JRB Family Properties LLC; Investment related: Yes; Clearwater, Florida; Rental Property; Sole Proprietor/Owner, Other (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 1; After business hours: 19; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-29 |
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