Best Investors Account Sign in
Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-08
FL RA APPROVED 2015-11-24
  • TX RA
    APPROVED_RES
    Since 2020-04-08
  • FL RA
    APPROVED
    Since 2015-11-24

Branch Locations

50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Jacksonville FL 09/2015 Present
Morgan Stanley Private Bank, National Association New York NY 12/2015 Present
  • 09/2015 → Present
    Jacksonville, FL
  • 12/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

*238117 - Rossmore Realty Corporation; Investment related - Yes; Jacksonville, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jul 219; During business hours: 0; After business hours: 6; Administrative *360233 - Meninak Jacksonville; Investment related: No; Jacksonville, Florida; Civic/Religious/Community; Officer(proprietor, partner, officer, director, employee, trustee, agent); 1/2019; During business hours: 1; After business hours: 3; Administrative 2. Partial owner of Rockwood Steel which provides commercial support for small to medium railroad companies in the US; 4 after business hours. *529804 - Rossmore Properties LLC; Investment related: Yes; Jacksonville, Florida; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 4 ; Administrative, Property Management *602220 - Rossmore Investments LLC; Investment Related - Yes; Jacksonville, Florida; Investment/Finance/Banking; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 1; Administrative.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-19
  • S66 Uniform Combined State Law Examination
    2015-11-19

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor