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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-24 |
| FL | RA | APPROVED | 2021-11-08 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
*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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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