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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-11-29 |
| TX | RA | APPROVED | 2011-11-18 |
Branch Locations
100 North Tampa Street Suite 3000, Tampa, FL 33602 • United States
4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609 • United States
18302 Highwoods Preserve Pkwy Suite 100, Tampa, FL 33647 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Tampa | FL | 11/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*93386 - TJMRA LLC; Investment related Yes; Tampa, Florida; This will be an LLC that owns an interest in PDQ; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2012 ; During business hours: 0; After business hours: 0; Investment Decisions/Advice. *92982- LALOPFSU, LLC; Investment related-Yes; Tampa, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 1; Property Management *306989- LALOPFSU2, LLC; Investment related-Yes; Tampa, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 1; Property Management *487290- Trust; Investment related-Yes; Dallas, Texas; 12/2021; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
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