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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-02 |
| IL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
Indian River Shores, FL • 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 Smith Barney | Palm Beach Island | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*547249- Yahtzee Outlaws LLC; Investment related-Yes; Cincinnati, Ohio; Real Estate; LP and Passive Investor in an LLC (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 0; Passive investor / None *584705 - Klinger Lake Country Club; Investment related -No; sturgis, Michigan; Recreation; Officer (proprietor, partner, officer, director, employee, trustee, agent); 09/23; During business hours: 10; After business hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-02 |
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