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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-09 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • 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 | Jacksonville | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. PROPERTY RENTAL; JACKSONVILLE/FL; OWNER; RENTAL; NO TIME IS DEVOTED DURING TRADING AND NON TRADING HOURS PER WEEK 2. Odom Beachs Tree Service; Investment related; Tree service; Board member (proprietor, partner, officer, director, employee, trustee, agent); Oct 2018; During business hours: 0; After business hours: 1; Helping the CEO make decisions on how to run the company 3.*450949- Episcopal School of Jacksonville; Investment related -No; Jacksonville, Florida; Education; Asst. Football Coach (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 5; After business hours: 25; Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-14 |
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