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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-26 |
| FL | RA | APPROVED | 2013-07-22 |
Branch Locations
850 South Palafox Street Suite 200, Pensacola, FL 32502 • United States
890 S Palafox St, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Pensacola | FL | 01/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2016 | Present |
*425498 - Trust; Investment related Yes; Pensacola, FL; Successor Trusttee; 03/2021; During business hours: 0; After business hours: 0. *487307- Trust; Investment related Yes; Pensacola, Florida; Trust; Trustee/Co-Trustee; 02/2012; During business hours: 0, After business hours: 0; Estate Administration, Investment Decisions/Advice *533558- POA; Investment related-Yes; Pace, Florida; 08/2019; During business hours: 0; After business hours: 0 *580929- Olive Baptist Church; Investment related: No; Pensacola, Florida; Religious; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 3; Administrative, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-19 |
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