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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-07 |
Branch Locations
19495 Biscayne Blvd, Aventura, FL 33180 • United States
Golden Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2017 |
| Morgan Stanley Smith Barney Llc | Plantation | FL | 10/2013 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura | FL | 04/2017 | Present |
| Bank Of America, N.A. | Aventura | FL | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-24 |
| S65 | Uniform Investment Adviser Law Examination | 2002-04-02 |
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