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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-01 |
| FL | RA | APPROVED | 2023-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boca Raton | FL | 06/2011 | 03/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2023 |
| Truist Advisory Services Inc. | Coral Gables | FL | 03/2023 | Present |
| Truist Investment Services Inc. | Coral Gables | FL | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
*510060 - SLS Hotel & Reicence Brickell-Rental Property; Investment related:Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2013; During business hours: 0; After business hours: 1; Administrative *191269- Paramount Ft Lauderdale ; Investment related-Yes; Fort Lauderdale , Florida; Rental Property; Sole Propietor /Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2016; During business hours: 1; After business hours: 0 *375389- Paraiso PS LLC; Investment related-Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2018; During business hours: 1; After business hours: 0; Owner *392152 - Gran Paraiso PS 4507 LLC; Investment related: Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2019; During business hours: 1; After business hours: 0; Owner *191267 : SLS Brickell ; Investment related : Yes ; Miami ; Florida ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2016 ; During business hours : 1 ; After business hours : 0 ; Owner *170987 : 500 Brickell West ; Investment related : Yes ; Miami ; Florida ; Real Estate ; Sole Proprietor/(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2010 ; During business hours : 0 ; After business hours : 1 ; property owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-22 |
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