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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-02-10 |
| FL | RA | APPROVED | 2012-01-27 |
Branch Locations
4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • 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 Harbor | FL | 01/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. BUSINESS / COMPANY; XELA VENTURES,LLC; REAL ESTATE; 06/2014; PURCHASING LAND;DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 0; THIS LLC WAS ESTABLISHED PRIMARILY TO PURCHASE REAL ESTATE FOR DEVELOPMENT PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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