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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-13 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
1 disclosure category 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 | Palm Beach | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. TO SERVE ON THE BOARD OF DIRECTORS WITH AMERICAN LUNG ASSOCIATION OF SOUTHEAST FLORIDA 2. TO SERVE AS BOARD OF DIRECTORS WITH EXECUTIVE WOMEN OF THE PALM BEACHES *52532 - Legal Aid Society of Palm Beach County Florida; Investment Related - No; West Palm Beach, Florida; Education, Public Safety, Economic Assistance, Civic/Community, Children/Youth; Board Member, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-22 |
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