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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED_RES | 2020-05-05 |
| FL | RA | APPROVED | 2015-10-28 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | St. Petersburg | FL | 08/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2015 | 01/2019 |
*543595 - Congregation B'nai Israel; Investment related No; St Petersburg, Florida; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 3.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-22 |
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