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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-06 |
| TX | RA | APPROVED | 2021-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Florida | Miami | FL | 07/2007 | 10/2016 |
| Deutsche Bank Securities Inc. | Miami | FL | 02/2008 | 10/2016 |
| Wells Fargo Advisors, Llc | Miami | FL | 10/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2021 | Present |
* 431547 - Rental Property; Investment related Yes; miami, FL; Real Estate; Sole Proprietor/Owner; (proprietor, partner, officer, director, employee, trustee, agent); Nov, 2018; During business hours: 0; After business hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-09 |
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