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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| FL | RA | APPROVED | 2014-02-06 |
| TX | RA | APPROVED_RES | 2012-03-29 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
Naples, FL • 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 Smith Barney | Naples | FL | 06/2009 | Present |
| Morgan Stanley Smith Barney | Garden City | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
3.funday101; Investment related Yes; New York; Real estate; Business / Company (proprietor, partner, officer, director, employee, trustee, agent); 09/2017; During business hours: 0; After business hours: 1; LLC member for purpose of real estate. *OBI - 552800 - Rental Property ; Investment related - Yes ; glen oaks, New York ; Real Estate ; none (proprietor, partner, officer, director, employee, trustee, agent) ; 12/2022 ; During business hours : 0 ; After business hours : 0 ; none
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
| S65 | Uniform Investment Adviser Law Examination | 2014-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-28 |
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