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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2016-11-15 |
Branch Locations
8150 North Wickham Road, Melbourne, FL 32940 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services Inc. | Viera | FL | 12/2010 | 11/2016 |
| Morgan Stanley Smith Barney Llc | Melbourne | FL | 11/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | Present |
(1) 552376 - Deep Intentions Fishing LLC / Investment Related / Satellite Beach, FL / Recreation / Sole Proprietor, Owner / Start June 2023 / During business hours: 1 / After business hours: 7 / Administrative. (2) 586356 - Nemeth Properties of Satellite Beach, LLC / Investment Related / Satellite Beach, FL / Real Estate / Partner, Officer / Start April 2024 / During business hours: 1 / After business hours: 1 / Accounting, Bookkeeping. (3) 611726 / LifeVantage / Not Investment Related / Lehi, UT / Retail, Online Stores / Contractor / Start September 2024 / During business hours: 0 / After business hours: 1 / Sales, Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-03 |
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