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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-17 |
| TX | RA | APPROVED | 2023-01-17 |
Branch Locations
11780 U.S. Highway 1 Suite N101, North Palm Beach, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palm Beach Gardens | FL | 08/2010 | 01/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2023 |
| Oppenheimer & Co. Inc. | North Pal Beach | FL | 01/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2020 | 01/2023 |
1.RENTAL PROPERTY LOCATED AT 198 HILLSIDE DR. LAKE PLACID, FL. I AM THE OWNER. I PURCHASED THE HOUSE IN 2015. I SPEND ABOUT ONE HOUR MONTHLY ON THIS ACTIVITY. 2.FEDERICO M. BARRETO LIVING TRUST DATED 1/17/2023. TRUST HELD AT MY RESIDENTIAL ADDRESS. TRUSTEE, GRANTOR, BENEFICIARY OF MY OWN TRUST. I SPEND ABOUT ONE HOUR MONTHLY ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-08 |
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