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West Palm Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-16 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2015 | 07/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2015 | 07/2023 |
| Aperture Advisors Llc | Greenwich | CT | 08/2023 | Present |
| Aperture Advisors Llc | West Palm Beach | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-11 |
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