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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-04-26 |
| TX | RA | APPROVED | 2021-02-18 |
| FL | RA | APPROVED | 2013-09-05 |
Branch Locations
4855 Technology Way Suite 600, Boca Raton, FL 33431 • 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 | Boca Raton | FL | 08/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*626097- BLACK CHAMBER OF COMMERCE OF PALM BEACH COUNTY; Investment related: No; West Palm Beach, Florida; Civic/Community, CHAMBER OF COMMERCE ACTIVITIES; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 1; Administrative *637185 - MAE-NELL LEGACY GROUP; Investment related: Yes; GROVE HILL; Alabama;Agriculture, Real Estate; ASSISTANT TO IRMA MARTIN (MY MOTHER) REGARDING REHAB OF PROPERTY (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-03 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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