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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-11-27 |
| FL | RA | APPROVED | 2022-03-21 |
| TX | RA | APPROVED | 2022-03-18 |
Branch Locations
150 Second Avenue North Suite 1400, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | St. Petersburg | FL | 05/2008 | 03/2022 |
| Morgan Stanley Smith Barney Llc | St. Petersburg | FL | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
*491521- McKaveney's Amazing Grace LLC; Investment related -Yes; St Petersburg, Florida; Hospital/Healthcare; Florida (proprietor, partner, officer, director, employee, trustee, agent); 11/2016; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-16 |
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