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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • 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 Smith Barney Llc | Winter Park | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. HARVIE FAMILY LIMITED PARTNERSHIP; FLORIDA; HOLDS INVESTMENTS; GENERAL LIMITED PARTNER AND MANAGER; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 06/2005** 2. WINTER PARK REAL ESTATE HOLDINGS, LLC; OWNER/LEASER; WINTER PARK, FL; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 03/2014
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-04 |
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