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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| FL | RA | APPROVED | 2011-03-14 |
Branch Locations
832 Lake Sumter Landing, The Villages, FL 32162 • United States
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | The Villages | FL | 12/2010 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley | Winter Park | FL | 07/2017 | Present |
| Morgan Stanley | Orlando | FL | 04/2013 | 07/2017 |
CBTM Aviation, LLC; Investment related No; Aviation; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); July 2017; During business hours: 0; After business hours: 0; The entity is setup solely to limit liability of the two members associated with this airplane's use *345052- UF Health Central Florida Community Board; Investment related: No; Leesburg, Florida; Medical; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 01/2019; During business hours: 0; After business hours: 4; Business Development/Growth *705360 - Bridgewater Landings, LLC; Investment related: Yes; Leesburg, Florida; Real Estate; Listed as Co-manager on the LLC along with the owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-10 |
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