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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-15 |
| FL | RA | APPROVED | 2009-06-01 |
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 Smith Barney | Tampa | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. MARY E. PASSICEK LIVING TRUST, 1073 CLIPPERS WAY, TARPON SPRING, FL 34689; NOT INVESTMENT RELATED, I AM CO-TRUSTEE OF A TRUST OF MY WIFE AND HER SISTER; TRUSTEE OF AN IRREVOCABLE LIVING TRUST, INVEST THE ASSETS AND PAY OUT INCOME; CO-TRUSTEE; 07/2001 TO PRESENT; THREE HOURS PER MONTH; NO ACTIVITIES DURING TRADING HOURS; INVEST ASSETS, DISTRIBUTE INCOME AND COMPLETE AN ANNUAL TAX RETURN. I AM A LIMITED PARTNER IN THE PJW PROPERTIES, LLC; I AM A LIMITED PARTNER AND AS SUCH HAVE NO SAY IN ANY PURCHASE, SALE OR INVESTMENT DECISIONS. I SPEND NO TIME DURING THE WORK DAY ON THIS OUTSIDE ACTIVITY. 2. Foundation; Investment related: Yes; St. Petersburg, FL; Foundation; Trustee/President; Oct 2017; During business hours: 1; After business hours: 25 -35
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
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