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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-09 |
| TX | RA | APPROVED | 2022-08-08 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Fort Lauderdale | FL | 01/2014 | 03/2022 |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 03/2022 | Present |
(1) 604635 - Smoothshift Ventures LLC; Investment Related; North Miami Beach, FL; Automotive/Transportation, Retail/Online Stores, Construction/Engineering; Partner; Start August 2024; During Business Hours: 0; After Business Hours: 40; Administrative, Accounting/Bookkeeping, Business Development/Growth, Check Signing/Funds Disbursements, Customer Service, Investment Decisions/Advice, Sales/Marketing. (2) 659832 - Rental Property; Investment Related; Miami Gardens, FL; Rental Property; Sole Proprietor/Owner; Start 17-September-2025; During business hours: 0; After business hours: 4; Sole Proprietor/Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-08 |
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