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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-27 |
| TX | RA | APPROVED_RES | 2022-05-16 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
Windermere, FL • 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. | Coral Gables | FL | 06/2012 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Aventura | FL | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
(3) *502650 : Baptist Health South Florida ; Investment related : No ; Coral Gables ; Florida ; Health and Welfare ; Board Member:Finance Committee:Investment Committee:Other Committee:Audit (proprietor, partner, officer, director, employee, trustee, agent) ; 1/2000 ; During business hours : 2 ; After business hours : 3 ; All Committee positions are purely advisory with no decision making power. Board Member position is also advisory. *556042 - LOK Residential LLC; Investment related: Yes; Windermere, Florida; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 1; After business hours: 4; Property Management *621080 - Wadsworth Residential Corp; Investment related: Yes; St. Petersburg, Florida; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 1; After business hours: 0; Administrative *621082 - DML Residential LLC; Investment related: Yes; St. Petersburg, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 1; After business hours: 0; Administrative *621084- FML Residential LLC; Investment related-Yes; St. Petersburg, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 1; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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