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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-13 |
| TX | RA | APPROVED_RES | 2021-05-13 |
| LA | RA | APPROVED | 2021-05-12 |
Branch Locations
400 East Kaliste Saloom Road Suite 1200, Lafayette, LA 70508 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Lafayette | LA | 07/2007 | 05/2021 |
| Morgan Stanley Smith Barney Llc | Lafayette | LA | 05/2021 | 12/2023 |
| Morgan Stanley Smith Barney Llc | Lafayette | LA | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
*454020 - Fisher Land Company; Investment related - Yes; Naples, Florida; Real Estate; Sole Proprietor/Owner, Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 10; Business Development/Growth *507530- Rental Property; Investment related-Yes; Naples, Louisiana; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 1; After business hours: 0. *629320 - Mayberry Grove One LLC; Investment Related - Yes; Naples, Florida; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 0; After Business Hours: 1; Owner. *657949 - Steiner Oaks One,LLC.; Investment related: Yes; Lafayette, Louisiana; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 10; Property Management *695298 - 1510 Kaliste Saloom LLC; Investment related - Yes; Lafayette, Louisiana; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 1;Owner along with my wife Lynne Bermel Fisher,(LLC Partner who will manage these two rental units
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-15 |
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