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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-31 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*659395- Flagship Automotive Center, LLC; Investment related-Yes; Venice, Florida; Automotive/Transportation; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 5; After business hours: 5;I inherited this towing business from my father in trust. The trust distributed the shares to me. I am an absentee owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-18 |
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