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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-06 |
| FL | RA | APPROVED | 2010-05-07 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • 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 | Tampa | FL | 02/2010 | 09/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | St. Petersburg | FL | 03/2016 | Present |
THE UNIVERSITY OF SOUTH FLORIDA BYRD ALZHEIMER'S RESEARCH CENTER / BOARD OF ADVISORS / START JUNE 2010 / 1 AFTER BUSINESS HOURS / 0 DURING BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-30 |
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