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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| FL | RA | APPROVED | 2012-04-20 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
1401 Manatee Avenue West Suite 1110, Bradenton, FL 34205 • United States
2 disclosure categories 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 | Bradenton | FL | 02/2012 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | Present |
*698749 - Willard Ave Rental Property; Investment related - Yes; Homosassa, Florida;Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 5; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-20 |
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