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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-24 |
| FL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
1401 Manatee Avenue West Suite 1110, Bradenton, FL 34205 • United States
Washburn, TN • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bradenton | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*531300 - Bradenton Kiwnais Foundation; Investment related: No; Bradenton, Florida; Private Foundation; Board Member, Officer (non-board member) (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 1; After business hours: 3; Serve on Investment committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-21 |
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