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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-03 |
| FL | RA | APPROVED | 2021-05-12 |
| CT | RA | APPROVED | 2016-03-16 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Naples | FL | 03/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | Present |
1. 51 WINTHROP ST LLC, OWNER; REAL ESTATE; NEWTON, MA; START DATE: 04/2010; DURING BUSINESS HOURS-0; AFTER BUSINESS HOURS-2; INVESTMENT RELATED 2. 225 ALBION STREET, LLC, OWNER; REAL ESTATE; NEWTON, MA; START DATE: 09/2012; DURING BUSINESS HOURS-0; AFTER BUSINESS HOURS-2; INVESTMENT RELATED 3. 120 CENTRAL STREET, LLC, OWNER; REAL ESTATE; NEWTON, MA; START DATE: 11/2015; DURING BUSINESS HOURS-0; AFTER BUSINESS HOURS-1; INVESTMENT RELATED 4. *OBI - 560049 - MCL Holdings LLC ; Investment related - Yes ; winchester, Massachusetts ; Real Estate ; manager(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2018 ; During business hours : 0 ; After business hours : 0 ; signatory/husband of owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-29 |
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