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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2009-06-01 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
7811 University Pointe Drive Suite 100, Fort Myers, FL 33907 • United States
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
2 disclosure categories 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 & Co. Incorporated | Fort Myers | FL | 01/2009 | Present |
| Morgan Stanley Smith Barney | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. KISS COMPUTER COMPANY; SOFTWARE COMPANY; PRESIDENT; PERCENTAGE HELD 100%; 01/1985; Blue Ridge, GA; During business hours 0; after business hours 5; design and sell 2 software programs 2. *48952: Bay USA, Inc.; Investment related No; Jasper, Georgia; Children games; Officer; 10/2022; During business hours: 4; After business hours: 6; Create and sell children games.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-04 |
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