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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-06-02 |
| FL | RA | APPROVED | 2011-05-11 |
Branch Locations
18302 Highwoods Preserve Pkwy Suite 100, Tampa, FL 33647 • United States
4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Tampa | FL | 05/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*509426- Trust; Investment related-Yes; Wesley Chyapel, Florida; 07/2022; During business hours: 1; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-23 |
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