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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-22 |
| FL | RA | APPROVED | 2020-11-13 |
| TX | RA | APPROVED | 2010-01-22 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • 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 | Rochester | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*204987 - Bishop Kearney High School; Investment related No; Rochester, NY; Education; Board member (proprietor, partner, officer, director, employee, trustee, agent); 09/2015; During business hours: 2; After business hours: 2; Fundraising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-12-05 |
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