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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-25 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
285 Clyde Morris Boulevard Street 100, Ormond Beach, FL 32174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Ormond Beach | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
(1) RENTAL PROPERTY; PARTNER; ORMOND BEACH, FL; RENTAL; INVESTMENT RELATED; 1 AFTER BUSINESS HOURS; Sole Proprietor / Owner / Partner; 1 DURING BUSINESS HOURS; WIFE DOES EVERYTHING; 01/2017*** (3) RENTAL PROPERTY; DELTONA, FL; NO DUTIES WIFE HANDLES; 0 AFTER BUSINESS; 0 DURING BUSINESS; 08/2012 (4) Rental Property; Investment related: Yes; Ormond Beach, FL; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2017; During business hours: 0; After business hours: 1; (5) Rental Property; Investment related: Yes; Ormond Beach, FL (Full address of rental property- 8 Fair Oaks Unit 8 Ormond Beach, FL 32174); Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2018; During business hours: 0; After business hours: 1; My wife will handle interactions with the renters. (6) Rental Property; Investment related; Ormond Beach, FL; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2019; During business hours: 0; After business hours: 0; None. (7) *425842 - Rental Property (25 Fair Oaks Circle); Investment related Yes Ormond Beach, FL; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 0; Property Management. (8) *581250 - Real Estate; Investment related-Yes; Ormond Beach, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; My wife handles so I don't do anything. (9) *628721 - Real Estate; Investment related: Yes; Daytona Beach, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 0; Other, Open Source Technology Project Contributor *634721-Rental Property; Investment related: Yes; Ormond Beach, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 0; No duties. My wife handles 100%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-23 |
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