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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED_RES | 2026-01-20 |
Branch Locations
201 East Pine Street 11Th Floor, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Orlando | FL | 02/2009 | 01/2026 |
| Morgan Stanley Smith Barney Llc | Orlando | FL | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2026 | Present |
(1) 678113 - T & L Cleary LP / Not Investment Related / Windermere, FL / Family Limited Partnership / Family LP - Managing Member / Start 08-March-2000 / During business hours: 1 / After business hours: 4 / Family LP. (2) 678118 - TJ & LA Cleary LLC / Not Investment Related / Windermere, FL / Holding Co / Manager / 04-January-2006 / During business hours: 0 / After business hours: 0 / Administrative. (3) 678116 - SBT 7 Seas LLC / Not Investment Related / Sandwich, MA / Real Estate / Manager / Start 30-March-2021 / During business hours: 0 / After business hours: 0 / Family Real Estate. (4) 678119 - TCBW LLC / Investment Related / Orlando, FL / Holding Co / Manager / Start 13-September-2024 / During business hours: 0 / After business hours: 0.5 / Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-08 |
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