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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-16
TX RA APPROVED_RES 2023-10-30
  • FL RA
    APPROVED
    Since 2023-11-16
  • TX RA
    APPROVED_RES
    Since 2023-10-30

Branch Locations

150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • 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
Jp Morgan Chase Bank St. Pete Beach FL 11/2009 10/2023
J.P. Morgan Securities Llc St. Pete Beach FL 10/2012 10/2023
Morgan Stanley Smith Barney Llc St. Petersburg FL 10/2023 Present
Morgan Stanley Private Bank, N.A New York NY 12/2023 Present
  • 11/2009 → 10/2023
    Jp Morgan Chase Bank
    St. Pete Beach, FL
  • 10/2012 → 10/2023
    St. Pete Beach, FL
  • 10/2023 → Present
    Morgan Stanley Smith Barney Llc
    St. Petersburg, FL
  • 12/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2012-10-01 → 2023-10-28
    St Petersburg, FL
    Pinellas Park, FL
    Pinellas Park, FL
    St. Petersburg, FL
    Saint Petersburg, FL
    St Pete Beach, FL
    St. Petersburg, FL
    Treasure Island, FL
    Treasure Island, FL
  • 2009-11-30 → 2012-10-01
    Chase Investment Services Corp.
    Lady Lake, FL
    St Pete Beach, FL
    Pinellas Park, FL
    Saint Petersburg, FL
    Pinellas Park, FL
    St. Petersburg, FL
    Pinellas Park, FL
    Pinellas Park, FL
    Pinellas Park, FL
  • 2009-06-23 → 2009-11-10
    Tampa, FL
    Tampa, FL
  • 2008-06-24 → 2009-06-08
    Tampa, FL
  • 2005-02-02 → 2008-05-28
    Tampa, FL
    Tampa, FL
    Tampa, FL
Other Businesses

*608908 - Self; Investment Related - No; Largo, Florida; Personal Loan; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 0; Check Signing/Funds Disbursements, Accounting/Bookkeeping

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-31
  • S66 Uniform Combined State Law Examination
    2005-01-31
Other Names
  • Michael Patrick Magee

View on SEC IAPD

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