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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 | 2011-12-01 |
Branch Locations
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 Smith Barney Llc | Winter Park | FL | 08/2011 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) 380873 - Parkinson Association of Central Florida / Not Investment Related / Winter Park, FL / Charity / Private Foundation / Treasurer / Start 01-October-2019 / During business hours: 1 / After business hours: 1 / Presentation of the organization's Annual Budget for approval of the Board/ Responsibility for oversight of the books of account and the funds on behalf of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-29 |
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