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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-31 |
| FL | RA | APPROVED | 2017-08-29 |
Branch Locations
2 North Tamiami Trail Suite 1100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sarasota | FL | 03/2014 | 09/2016 |
| Morgan Stanley | Sarasota | FL | 09/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2017 | Present |
Per approved OBI *586527 - LAURELTIDE LLC ; Investment related - Yes ; Bradenton,Florida ; Consulting ; Manager(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2024 ; During business hours : 0 ; After business hours : 1 ; Company Car - use of my automobile
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-07 |
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