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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-09 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2018-12-21 |
| NJ | RA | APPROVED | 2015-10-13 |
Branch Locations
Mantoloking, NJ • United States
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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 | West Palm Beach | FL | 10/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2015 | Present |
2. Big Hat Partners; Investment related; Palm Beach, FL; Real estate Private Company; Managing Partner; JUn/2004; During business hours: 0; After business hours: 0.01; Owns Florida real estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-25 |
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