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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Miami | FL | 06/2009 | 06/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney | Coral Gables | FL | 06/2025 | Present |
1. Real Estate; Investment related Yes; FL ; Real Estate; Co-Owner(proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 0.5; After business hours: 0.5 2. Real Estate; Investment related Yes; FL ; Rental Property; Co-Owner(proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 0.5; After business hours: 0.5 3. *366737 - Proposed LLC; Investment related Yes; FL; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); Apr 2019; During business hours: 0,5; After business hours: 0.5 4. *366738 - TBD (LLC); Investment related -Yes; Miami; Florida; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); April 2019; During business hours: 0.5; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-27 |
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