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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-06-24 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Jacksonville | FL | 06/2009 | Present |
1)YTB-YOUR TRAVEL BIZ, NOT INVESTMENT RELATED, 11042 LYDIA ESTATAES DRIVE EAST JACKSONVILLE FL, HOME/INTERNET BASED TRAVEL SALES, INDEPENDENT CONSULTANT, BEGAN 02/2006, 10 HOURS/MONTH, NOT DURING BUSINESS HOURS, TRAVEL RELATED SALES. 2) *306948- Duval County Extension Services; Investment related: No; Jacksonville, Florida; Agriculture, Civic/Religious/Community, Education; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent); 04/2020; During business hours: 0; After business hours: 3; Business Development/Growth *456068 - Instacart; Investment related - No; San Francisco, California; Retail/Online Stores; Contracted personal shopper (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 24;Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-13 |
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