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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-07-14 |
| TX | RA | APPROVED | 2014-07-03 |
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 | Palm Harbor | FL | 07/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*316340 - Good Sun Enterprise, LLC; Investment related - Yes; Palm Harbor, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent);02/2017; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-17 |
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