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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-09 |
| TX | RA | APPROVED_RES | 2020-03-09 |
Branch Locations
92 Eglin Parkway Ne, Fort Walton Beach, FL 32548 • 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 | Pensacola | FL | 08/2010 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Wells Fargo Advisors Financial Network, Llc | Fort Walton Beach | FL | 03/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
MAR DE AZUL, LLC; NOT INVESTMENT RELATED; FT. WALTON BEACH,FL; 100% OWNERSHIP WITH SPOUSE; START DATE 01/01/2014; NUMBER OF HOURS PER MONTH 0; NUBMER OF HOURS DURING TRADING 0; APARTMENT RENTALS. BROOKMEADE PROPERTIES; NOT INVESTMENT RELATED; FT. WALTON BEACH,FL; 100% OWNERSHIP WITH SPOUSE; START DATE 01/01/2014; NUMBER OF HOURS PER MONTH 0; NUBMER OF HOURS DURING TRADING 0; REAL ESTATE RENTAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-17 |
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