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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-05-31 |
| TX | RA | APPROVED | 2023-10-04 |
| FL | RA | APPROVED | 2009-06-24 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Palm Beach Gardens | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. NORTHERN PALM BEACH COUNTY CHAMBER OF COMMERCE - SMALL BUSINESS ADVISORY COUNCIL; PRIVATE COMPANY; BOARD MEMBER; 800 N US HWY 1 JUPITER, FL; 0 AFTER BUSINESS HOURS; 1 DURING BUSINESS HOURS; 05/2012*** 2. LEADERSHIP PALM BEACH COUNTY; 2751 S DIXIE HWY WEST PALM BEACH, FL; ON THE FINANCE COMMITTEE; NOT IN CHARGE OF INVESTMENT RELATED DECISIONS; 1 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 03/2013
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-19 |
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