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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-11 |
| NY | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2019-07-12 |
| TX | RA | APPROVED_RES | 2019-07-12 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc. | New York | NY | 03/2011 | 07/2019 |
| J.P Morgan Chase Bank | New York | NY | 03/2011 | 07/2019 |
| Arlemar Real Estate, Llc | Elmhurst | NY | 03/2011 | Present |
| Morgan Stanley | Palm Beach | FL | 07/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | Present |
*378059 - Arlemar Real Estate, LLC; Investment related Yes; Queens, NY; Real estate investing; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Aug 2006; After business hours: 2; Buy private real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-29 |
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