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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-08 |
| NJ | RA | APPROVED | 2024-09-06 |
| NY | RA | APPROVED | 2024-09-06 |
| TX | RA | APPROVED | 2024-09-06 |
Branch Locations
Fort Lauderdale, FL • United States
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 07/2012 | 09/2024 |
| Morgan Stanley Smith Barney Llc | New York | NY | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
(1) F&A 44 TERRACE AVENUE / HASBROUCK HEIGHTS, NJ / PARTNERSHIP/ REAL ESTATE / APPARTMENT RENTALS / START 16-NOVEMBER-2009 (2) THOMAS A. KOVATCH FAMILY 2012 DYNASTY TRUST D.SCHWARTZ@J.FIORENZO TTEES / MONTEVERDE, FL / INVESTING AND PLANNING / ACT AS TRUSTEE / START 14-FEBRUARY-2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-04 |
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