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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-21 |
| TX | RA | APPROVED | 2021-06-14 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 02/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 06/2021 |
| Morgan Stanley Smith Barney Llc | Aventura | FL | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | Present |
*496037- VOJ LLC; Investment related Yes; Miami, Florida; Real Estate; Co-Owner(proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 0; *496059- VOJ LLC; Investment related Yes; Key Biscayne, Florida; Real Estate; Co-Owner(proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 0; *700580- VOJ LLC; Investment related Yes; Miami, Florida; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent);06/2026; During business hours: 0; After business hours: 0; I am one of the owners with my wife and I do not have Managerial activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
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