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830 Azalea Lane, Vero Beach, FL 32963 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-30 |
| CA | RA | APPROVED | 2026-06-25 |
| VT | RA | APPROVED | 2026-06-25 |
| NJ | RA | APPROVED | 2025-12-02 |
| GA | RA | APPROVED | 2025-04-24 |
| CO | RA | APPROVED | 2025-03-27 |
| SC | RA | APPROVED | 2025-03-27 |
| PA | RA | APPROVED | 2024-05-08 |
| NC | RA | APPROVED | 2024-03-04 |
| NY | RA | APPROVED | 2024-03-01 |
| IL | RA | APPROVED | 2023-12-01 |
| LA | RA | APPROVED | 2023-11-21 |
| TX | RA | APPROVED | 2023-11-20 |
| FL | RA | APPROVED | 2023-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Vero Beach | FL | 04/2009 | 10/2023 |
| Morgan Stanley Smith Barney | Vero Beach | FL | 06/2009 | 10/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2023 |
| Spirepoint Private Client | Vero Beach | FL | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. STRATUSPHERE LLC; INVESTMENT-RELATED; VERO BEACH, FL; RENTAL PROPERTY HOLDING; OWNER; 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; PASSIVE OWNER 2. INSURANCE AGENT; INVESTMENT-RELATED; VERO BEACH, FL; INSURANCE AGENT; 10/2004; TIME DEVOTED, INCLUDING DURING TRADING HOURS; DEPENDENT ON CLIENT NEEDS; SERVICING CLIENT ON INSURANCE POLICIES 3. BOYS AND GIRLS CLUB FOUNDATION OF INDIAN RIVER COUNTY; NOT INVESTMENT RELATED; VERO BEACH, FL; FOUNDATION; BOARD MEMBER; 12/25; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS; BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-19 |
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