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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-24
FL RA APPROVED 2021-11-08
  • TX RA
    APPROVED_RES
    Since 2022-01-24
  • FL RA
    APPROVED
    Since 2021-11-08

Branch Locations

350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Northern Trust Chicago IL 10/2013 10/2018
Dan Castino Skokie IL 10/2018 10/2021
Northwestern Mutual Investment Services Llc Skokie IL 10/2018 10/2021
Northwestern Mutual Wealth Management Co. Milwaukee WI 01/2019 10/2021
Morgan Stanley Smith Barney Llc Fort Lauderdale FL 10/2021 Present
Morgan Stanley Private Bank, N.A New York NY 12/2025 Present
  • 10/2013 → 10/2018
    The Northern Trust
    Chicago, IL
  • 10/2018 → 10/2021
    Dan Castino
    Skokie, IL
  • 10/2018 → 10/2021
    Skokie, IL
  • 01/2019 → 10/2021
    Northwestern Mutual Wealth Management Co.
    Milwaukee, WI
  • 10/2021 → Present
    Morgan Stanley Smith Barney Llc
    Fort Lauderdale, FL
  • 12/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

*462544- Trenchard Farms; Investment related -No; Fort Lauderdale, Florida; Agriculture; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2011; During business hours: 0; After business hours: 0; *544970 - First Presbyterin Church of Fort Lauderdale; Investment related No; Fort Lauderdale, Florida; Religious; Finance Committee:Officer (non-board member) (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 3; Administrative. *657746 - St. Marks Epsicopal School Finance Committee; Investment related: No; Fort Lauderdale, Florida; Children/Youth:Education:Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 1; After business hours: 0; Administrative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-11
  • S66 Uniform Combined State Law Examination
    2019-01-11
Other Names
  • William French
  • Will French
  • William Trenchard French

View on SEC IAPD

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