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Mary A Schoff

Morgan Stanley

Sarasota, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-01-23
NC RA APPROVED 2013-01-16
FL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2013-01-23
  • NC RA
    APPROVED
    Since 2013-01-16
  • FL RA
    APPROVED
    Since 2009-06-01

Branch Locations

2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Sarasota FL 11/2000 Present
Morgan Stanley Smith Barney Sarasota FL 06/2009 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-12
S63 Uniform Securities Agent State Law Examination 1995-12-18
  • S65 Uniform Investment Adviser Law Examination
    1996-03-12
  • S63 Uniform Securities Agent State Law Examination
    1995-12-18
Other Names
  • Mary S Archer
  • Mary A Archer
  • Mary A. Archer
  • Mary A. Swick
  • Mary A. Schoff
  • Mary S Schoff

View on SEC IAPD

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ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
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