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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-08 |
| FL | RA | APPROVED | 2019-10-07 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | Venice | FL | 11/2009 | 10/2019 |
| J.P. Morgan Securities Llc | Bradenton | FL | 10/2012 | 10/2019 |
| Morgan Stanley Smith Barney Llc | Sarasota | FL | 10/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2019 | Present |
1. *398332 - Horus Real Estate, LLC; Investment related -Yes; Sarasota, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); March 2020; During business hours: 0; Administrative, Property Management 2. *423177 - LWM REIT LLC; Investment related- Yes; LAKEWOOD RANCH, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 4; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-17 |
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