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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2018-07-20 |
| FL | RA | APPROVED | 2009-06-01 |
Branch Locations
8304 Champions Gate Boulevard, Champions Gate, FL 33896 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Davenport | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *48648 - Diamond M Stable, LLC; Investment related - Yes; Reunion, Florida; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2003; During business hours: 0; After business hours: 1; 2.*671408- Sugar Plum Farm Foundation; Investment related: Yes; Saratoga Springs, New York; Children/Youth; Founder (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 10; After business hours: 0; Business Development/Growth, Check Signing/Funds Disbursements, Investment Decisions/Advice 3. War Dancer LLC; Investment related; Reunion, FL; Stallion breeding; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2016; During business hours: 0; After business hours: 5; Member, decision maker with respect to running the business. 4. WAR DANCER LAUGHS LLC; Investment related; Reunion, FL; Horse ownership and breeding; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2017; During business hours: 0; After business hours: 1; Partner in the mare/babies and majority owner of the stud horse, War Dancer. 5. War Dancer's Ladies LLC; Investment related; Horse ownership; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2017; During business hours: 0; After business hours: 2; partner in the mare/babies and majority owner of the stud horse, War Dancer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 1991-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-14 |
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