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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-11-03 |
| TX | RA | APPROVED_RES | 2014-10-30 |
Branch Locations
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 | West Palm Beach | FL | 10/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
1) FAMILY REAL ESTATE; SELLICA CORPORATION; 14016 WELLAND TERRACE, N. POTOMAC, MD 20878; EMPLOYEE/FAMILY OWNED; 0 HOURS PER MONTH 2) LTM HOLDINGS, LLC; 15001 SHADY GROVE RD.,SUITE 300, ROCKVILLE,MD,UNITED STATES-20850; INVESTMENT COMPANY VEHICLE TO MAKE PRIVATE INVESTMENTS POSITION/MEMBER; 28-SEP-10; 0 HOURS PER MONTH DURING BUSINESS HOURS 3) HEARTS AND HOMES; 1320 FENWICK LN SUITE #800,SILVER SPRING, MD 20910; NOT INVESTMENT RELATED; NOT FOR PROFIT; BOARD MEMBER; AFFILIATION BEGIN DATE10/01/08 AFFILIATION END DATENO END DATE; 32 HOURS PER MONTH DURING BUSINESS HOURS/ 32 HOURS AFTER BUSINESS HOURS PER MONTH 4)RAYMOND LASSEN INSURANCE TRUST; TRUSTEE/ CONSERVATOR/GUARDIAN; MANAGE LIFE INSURANCE PROCEEDS FOR MOTHER IN LAW; 11/17/2005; 1 HOUR PER MONTH AFTER BUSINESS HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-09 |
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