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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-15 |
| FL | RA | APPROVED | 2009-06-01 |
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 | Tampa | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
RENTAL PROPERTY; GLENWOOD SPRINGS, CO; JOINT OWNER; 2 HOURS AFTER BUSINESS; 0 DURING BUSINESS; 01/2009 *497168 - 2480 Woodberry Drive, LLC; Investment related Yes; Clearwater, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 1; Administrative *192581 -2130 Shady Pond Drive LLC; Investment related: Yes; Clearwater, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2020; During business hours: 1; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-17 |
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