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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-26 |
| NY | RA | APPROVED | 2021-06-22 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Aventura | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1-NY VIRTUOSI - BOARD MEMBER 2-US INDIAN AMERICAN CHAMBER OF COMMERCE BOARD MEMBER OF NY CHAPTER 3-AMERICAN SEPHARDI FEDERATION; NEW YORK, NY; BOARD OF DIRECTORS MEMBER; NON PROFIT CULTURAL ORGANIZATION; 1 HOUR PER WEEK IS DEVOTED DURING NON TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-27 |
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