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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-02 |
| TX | RA | APPROVED_RES | 2022-06-02 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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 | Boca Raton | FL | 06/2014 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 05/2022 | 05/2022 |
| Morgan Stanley | Boca Raton | FL | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-17 |
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