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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-30 |
| TX | RA | APPROVED_RES | 2014-05-19 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Palm Beach | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. POLK WEALTH MANAGEMENT, LLC; PRIMARILY A HOLDING CORP FOR LIFE AND DISABILITY INSURANCE; MEMBER; 08/2011 2. *520709- Barron's Hall of Fame Advisory Board; Investment related-No; New York, New York; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 2; Marketing, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-31 |
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