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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| FL | RA | APPROVED | 2026-06-19 |
Branch Locations
200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Miami | FL | 02/2005 | 06/2026 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2026 | Present |
*702968- Zeta Beta Tau Foundation; Investment related No; Carmel, Indiana; Fraternal Society; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2013; During business hours: 3; After business hours: 2; Business Development/Growth:Marketing *702984- University of Miami, President Council; Investment related No; Coral Gables, Florida; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 3; After business hours: 0; Marketing :Other To develop an in depth knowledge of the university and mentor and educate (3) Greater Miami Jewish Federation / Miami, FL / Public Charity / Member of Board of Directors / Start 01-July-2016 / Support the Jewish community in Miami and around the world through community building and philanthropy / Attend board meetings, participate in community service, help with annual campaign.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-15 |
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