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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-08 |
| FL | RA | APPROVED | 2019-03-07 |
Branch Locations
8150 North Wickham Road, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army | Fort Benning | GA | 10/2011 | Present |
| Morgan Stanley Smith Barney Llc | Melbourne | FL | 12/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2019 | Present |
*415041 - Sky Advertising; Investment related - No; Setellite Beach, Florida; Art/Culture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 3; Labor/Service, *413887- Propeller Club of Porty Canaveral; Investment related No; Cape Canaveral, Florida; Civic/Community ; Board Member: Other Treasurer, Past President, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 2; After business hours: 1; Check Signing/Funds Disbursements:Business Development/Growth *568014- Viera Elementary School Advisory Council; Investment related No; Melbourne, Florida; Public Schools; Advisory Board: Member, Community Representative (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 1; After business hours: 1; Council Membership as the principal appointed Community Representative, attendance of SAC meetings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-25 |
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