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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Lake Mary | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
NON-INVESTMENT RELATED - 1098 HENLEY DOWNS PL, HEATHROW, FL 32746 - ADVERTISING SALES - NO TITLE - PASSIVE OWNER - 1/2005 - 0 HOURS PER MONTH - 0 HOURS PER MONTH *496065 - Millenium Rowing Association, Inc.; Investment related - No; Winter Park, Florida; Non-Profit; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 1; After business hours: 2; Accounting/Bookkeeping, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-13 |
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