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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| FL | RA | APPROVED | 2012-06-14 |
Branch Locations
3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • 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 | Palm Beach Gardens | FL | 05/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Boating Captains license; Not Investment related; Boating and Insurance License; 04/2017;During business hours: 0, After business hours: 0 *481200 - S&P 250 llc; Investment related No; americus, Georgia; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 1; After business hours: 0; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-01 |
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