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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-29 |
| TX | RA | APPROVED_RES | 2024-07-26 |
Branch Locations
8150 North Wickham Road, Melbourne, FL 32940 • 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 Llc | Melbourne | FL | 06/2013 | 01/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jensen Beach | FL | 01/2017 | 07/2024 |
| Bank Of America, N.A. | Jensen Beach | FL | 01/2017 | 07/2024 |
| Morgan Stanley Smith Barney Llc | Melbourne | FL | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-29 |
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