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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-09-04 |
| OH | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
7311 Crossleigh Court, Toledo, OH 43617 • United States
North Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | North Palm Beach | FL | 01/2015 | Present |
*446854 - Golf genius software inc; Investment related - No; Auburn, Pennsylvania; Technology; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 10; Relationship Building
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-29 |
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