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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | St. Petersburg | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*492131 - Trust; Investment related - Yes; Saint Petersburg, Florida; 03/2022; During business hours: 2; After business hours: 0 *527834- Trust; Investment Related-Yes; Saint Petersburg, Florida; 04/2005; During business hours: 0; After business hours: 0 *537874 - Trust; Investment related: Yes; Saint Petersburg, Florida; Trust; Trustee/Co-Trustee; 03/2013; During business hours: 0; After business hours: 1; *537871- Trust; Investment related: Yes; Saint Petersburg, Florida; Trust; Trustee/Co-Trustee; 07/2008; During business hours: 1; After business hours: 0; *537879 - Trust; Investment related- Yes; Saint Petersburg, Florida; 03/2013; During business hours: 0; After business hours: 1 *537735 - Trust; Investment related: Yes; SAINT PETERSBURG, Florida; Trust; Trustee/Co-Trustee; 07/2007; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-30 |
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