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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-27 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| NJ | RA | APPROVED | 2012-05-08 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
West Palm Beach, 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Palm Beach | FL | 05/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney | Palm Beach Gardens | FL | 02/2024 | Present |
3. SKS Holdings, LLC; Participate in private investments member since 10/2015 0 hours during and 0 hours after business hours NJ LLCPurpose is for Private Investments 4.SKS WEN LLC; Investment related - Yes; Wendy's franchise; Sole Proprietor / Owner / Partner; 10/2018; During business hours: 0; After business hours: 0 *624080 - JoeVito LLC; Investment related: No; palm beach gardens, Florida; Holding company for private investment; manager(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 0; none *544704 - Trust; Investment related: Yes; Brooklyn, New York; Trust; Trustee/Co-Trustee; 03/2023; During business hours: 0; After business hours: 2; *563228 - Franksters Gangsters LLC; Investment related -Yes; Palm Beach Gardens, Florida; Rental Property, Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 4; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 1997-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-14 |
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