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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-15 |
| TX | RA | APPROVED_RES | 2020-06-14 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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. | West Palm Beach | FL | 05/2008 | 06/2020 |
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 06/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2020 | Present |
1. *403457 - RONNIE C. SIMPSON, LLC.; Investment related Yes; West Palm Beach, FL; Investment/Finance/Banking, Technology; Owner / Sole Member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2009; During business hours: 2; After business hours: 0; Investment Decisions/Advice. 2. *535752 - Solomon Institute Inc.; Investment related No; Palm Beach, Florida; Children/Youth, Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 3; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2001-10-25 |
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