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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
890 S Palafox St, Pensacola, FL 32502 • 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 Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Pensacola | FL | 05/2010 | Present |
*359155 : Baptist Healthcare Investment Subcommittee ; Investment related : No ; Pensacola ; Florida ; Health and Welfare ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 12/2018 ; During business hours : 1 ; After business hours : 0 ; Finance Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-13 |
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