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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED_RES | 2026-01-20 |
Branch Locations
201 East Pine Street 11Th Floor, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Orlando | FL | 02/2009 | 01/2026 |
| Morgan Stanley Smith Barney Llc | Orlando | FL | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
(1) LBJ of Marion County LLC; Investment Related; Orlando, FL; Owns Real Estate; Checking Account; Start 01-January-2015; Hours devoted to business: N/A. *678115 - TCBW LLC.; Investment related: Yes; Orlando, Florida; Holding company; Manager(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 0.5; Administrative *678108 - Elbo of Orlando llc.; Investment related: Yes; Orlando, Florida; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 4/2009; During business hours: 0; After business hours: 0; Administrative *678117 - Elbo Hunting llc; Investment related: Yes; Orlando, Florida; Hunting Lease; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 5/2014; During business hours: 0; After business hours: 0; Administrative *679819- 326 Trail Blazer LLC; Investment related: No; Orlando, Florida; Real Estate; Manager (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-19 |
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