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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-06 |
| TX | RA | APPROVED_RES | 2016-07-07 |
| CT | RA | APPROVED | 2012-02-14 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • 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 Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Boston | MA | 06/2014 | Present |
3. *431811 - Rental Property; Investment related - Yes; Boston, Massachusetts; Real Estate; Landlord (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 2; Passive landlord. *693304- Rental Property; Investment related: Yes; Orchard Park, New York; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 1; Passive owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-17 |
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