Anita Patel

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-07
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2020-04-23
NJ	RA	APPROVED	2009-10-28

FL RA
APPROVED

Since 2026-05-07
NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-04-23
NJ RA
APPROVED

Since 2009-10-28

Branch Locations

440 Royal Palm Way Suite 303, Palm Beach, FL 33480 • 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

Organization	City	State	From	To
Morgan Stanley	Palm Beach	FL	06/2013	Present

06/2013 → Present

Morgan Stanley

Palm Beach, FL

Previous Registrations

2008-04-09 → 2009-06-01

Morgan Stanley & Co. Llc

Ft. Lauderdale, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-04-07

S66 Uniform Combined State Law Examination

2008-04-07

View on SEC IAPD

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Other Offices

HARLAN CAPITAL PARTNERS LLC · PALM BEACH, FL

SNOWPOINT VENTURES MANAGEMENT, LLC · PALM BEACH, FL

BLUEGRASS CAPITAL PARTNERS LP · PALM BEACH, FL

NORTHERN TRUST SECURITIES, INC. · PALM BEACH, FL

MORGAN STANLEY · Palm Beach, FL

HARVEY CAPITAL MANAGEMENT INC · PALM BEACH, FL

MISTRAL EQUITY PARTNERS · PALM BEACH, FL

KLOCKE CAPITAL GROUP, LLC · PALM BEACH, FL

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