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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Troy | MI | 06/2009 | 11/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 03/2017 |
| Morgan Stanley Smith Barney Llc | Orchard Lake | MI | 07/2013 | 11/2016 |
| Morgan Stanley Smith Barney Llc | Delray Beach | FL | 03/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 03/2017 | 04/2025 |
| Bank Of America, N.A. | Bloomfield Hills | MI | 05/2017 | 04/2025 |
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2025 | Present |
(1) 639647 - 1125 Island Drive, LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 09-February-2021; During business hours: 0; After business hours: 0; Property Management. (2) 639643 - Linear Allocation, LLC; Investment Related; Miami, FL; Rental Property; Sole Proprietor/Owner); Start 01-November-2021; During business hours: 0; After business hours: 0; No duties. (3) 639634 - Linear Allocation II, LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 18-January-2022; During business hours: 0; After business hours: 0; Property Management. (4) 639637 - Linear Allocation III, LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 02-February-2022; During business hours: 0; After business hours: 0; Property Management. (5) 639628 - Linear Allocation IV, LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 26-August-2022; During business hours: 0; After business hours: 0; Property Management. (6) 639624 - Linear Allocation V LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 06-June-2023; During business hours: 0; After business hours: 0; Other. No duties. (7) 640188 - Linear Allocation VI; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 26-March-2025; During business hours: 0; After business hours: 0; Other. (8) 641170 - 4500 C20 N Flagler Drive LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 22-July-2025; During business hours: 0; After business hours: 0; Property Management. (9) 641172 - 4500 A9 N Flagler Drive LLC; Investment Related; Gulf Stream, FL; Rental Property; Sole Proprietor/Owner; Start 22-July-2025; During business hours: 0; After business hours: 0; Property Management. (10) 650791- 4500 N. Flagler Drive Unit B4 LLC; Investment Related; Gulfstream, FL; Rental Property; Sole Proprietor/Owner; Start 23-July-2025; During business hours: 0; After business hours: 0; Property Management. (11) 656664 - Linear Allocation VII; Investment Related; Delray Beach, FL; Real Estate; Manager; Start 20-August-2025; During business hours: 0; After business hours: 0; Administrative: Accounting/Bookkeeping. (12) 666654 - Linear Allocation X LLC; Investment Related: Yes; Gulfstream, FL; Real Estate; Sole Proprietor/Owner; Start 29-October-2025; During business hours: 0; After business hours: 0; Property Management. (13) 664821- Linear Allocation VIII; Investment Related-Yes; Gulfstream, FL; Real Estate Holding LLC; Manager; 11/2025; During business hours: 0; After business hours: 0; Administrative, Accounting/Bookkeeping. (14) *664824- Linear Alloaction IX; Investment related: No; Gulfstream, Florida; This will hold ownership of my FlexJet lease; Manager (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 0; Administrative, Accounting/Bookkeeping (15) *681052 - Linear Allocation XI LLC; Investment related: Yes; Gulfstream, Florida; Rental Property; Manager (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 1; Administrative:Accounting/Bookkeeping:Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-28 |
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