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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-13 |
| FL | RA | APPROVED | 2009-09-03 |
Branch Locations
729 South West Federal Highway Suite 300, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Stuart | FL | 08/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1) Indian Head Partners; Investment related; Real estate buying and selling; Partner; 01/2011; During business hours: 0; After business hours: 2 2) Up & In, LLC; Investment related; Indiantown, FL; Real estate; Owner; 10/2014; During business hours: 0; After business hours: 1 3) Safe At Third; Investment related; Indiantown, FL; Real estate; Owner; Start date: 08/2014; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-18 |
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