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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-05 |
| FL | RA | APPROVED | 2024-07-11 |
| CA | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-24 |
Branch Locations
1 Alhambra Plaza, Suite 1130, Coral Gables, FL 33134 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Miami | FL | 06/2009 | 06/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2024 |
| Snowden Lane Partners | Coral Gables | FL | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 06/2024 |
1. Blackmare, LLC, Owner; Non-Investment related; Single member LLC used solely for the purpose of holding a property in Miami. The unit has been sold however and the company remains without an asset for the time being; does not conduct business during trading hours; no compensation. 2. Harpia LLC, Owner; Non-Investment related - Yes; Miami, FL; Single member LLC setup solely for liability purposes to hold a property in Miami; does not conduct business during trading hours; receives rental income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-09 |
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