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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-21 |
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/1995 | 02/2022 |
| Bank Of America, N.A. | Ponte Vedra Beach | FL | 06/2011 | 02/2022 |
| Morgan Stanley Smith Barney Llc | Ponte Vedra Beach | FL | 02/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2022 | Present |
*489912 - Trust; Investment related Yes; Jacksonville, Florida; Trustee/Co-Trustee; 08/1995; During business hours: 0; After business hours: 0.25; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-27 |
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