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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-25 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
250 North West 3Rd Street, Winter Haven, FL 33881 • United States
250 Nw 3Rd Street, Winter Haven, FL 33881 • 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 & Co., Incorporated | Winter Haven | FL | 04/2007 | Present |
| Morgan Stanley | Winter Haven | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.RENTAL PROPERTY- OWNER. SEASONAL RENTALS. BRADENTON BEACH, FL; 01/1993. *467277- BULLISH ON BAMBOO, LLC; Investment related Yes; Winter Haven, Florida; Real Estate, Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 1; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-14 |
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