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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-09 |
| TX | RA | APPROVED | 2021-08-06 |
Branch Locations
928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • United States
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Naples | FL | 02/2010 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Naples | FL | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
*451588- rental properties; Investment related Yes; naples, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 2; Property Management ------------------------- RENTAL PROPERTY - NOT INVESTMENT-RELATED - 4557 GENOA AVE, NAPLES, FL 34103 - RENTAL PROPERTY - OWNER - < 5 HR/MONTH - WILL NOT INTERFERE WITH DUTIES AT FIRM - SIGN LEASES FOR RENTERS -------------------------------------------------------------------------------- RENTAL PROPERTY - NOT INVESTMENT-RELATED - 3150 Ponce De Leon Dr, NAPLES, FL 34103 - RENTAL PROPERTY - OWNER - < 5 HR/MONTH - WILL NOT INTERFERE WITH DUTIES AT FIRM - SIGN LEASES FOR RENTERS --------------------------------------------------------------------------------RENTAL PROPERTY - NOT INVESTMENT-RELATED - 1502 Serrano Cir, NAPLES, FL 34105 - RENTAL PROPERTY - OWNER - < 5 HR/MONTH - WILL NOT INTERFERE WITH DUTIES AT FIRM - SIGN LEASES FOR RENTERS -------------------------------------------------------------------------------- RENTAL PROPERTY - NOT INVESTMENT-RELATED - 3325 Airport Pulling Rd, L4, NAPLES, FL 34105 - RENTAL PROPERTY - OWNER - < 5 HR/MONTH - WILL NOT INTERFERE WITH DUTIES AT FIRM - SIGN LEASES FOR RENTERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-29 |
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