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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-19 |
| FL | RA | APPROVED | 2021-12-09 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 09/2021 | Present |
| Morgan Stanley | Garden City | NY | 06/2018 | 08/2018 |
| West Marine | Halesite | NY | 05/2017 | 08/2017 |
| Grade School | Greenlawn | NY | 09/2007 | 06/2017 |
| Florida State University | Tallahassee | FL | 08/2017 | 07/2021 |
| E*Trade Securities Llc | Sarasota | FL | 10/2022 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Tampa | FL | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-08 |
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