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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-06-18 |
| TX | RA | APPROVED_RES | 2014-02-12 |
| FL | RA | APPROVED | 2013-11-27 |
Branch Locations
729 South West Federal Highway Suite 300, Stuart, FL 34994 • 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 | Stuart | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
2.Rental Property; Investment related Yes; Jackson, WY.; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2016; During business hours: 0; After business hours: 0; Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-25 |
| S66 | Uniform Combined State Law Examination | 2006-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-25 |
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