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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED_RES | 2020-03-19 |
| OK | RA | APPROVED | 2014-11-13 |
Branch Locations
8150 North Wickham Road, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oklahoma City | OK | 07/2014 | 08/2017 |
| Morgan Stanley Smith Barney Llc | Melbourne | FL | 08/2017 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
I*71125 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EVELYN ROSE VINTAGE INVESTMENT RELATED: N ADDRESS OF BUSINESS: OKLAHOMA CITY, OKLAHOMA 73112 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, COMPENSATION FOR ACTIVITY: Y POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 2/1/2011 NUMBER OF HOURS DEVOTED: 40 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ONLINE VINTAGE CLOTHING BUSINESS. OWNER AND FOUNDER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
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