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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| FL | RA | APPROVED | 2010-07-27 |
Branch Locations
4855 Technology Way Suite 600, Boca Raton, FL 33431 • United States
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Delray Beach | FL | 07/2010 | 09/2016 |
| Morgan Stanley | Boca Raton | FL | 09/2016 | 12/2016 |
| Morgan Stanley | Delray Beach | FL | 12/2016 | 04/2017 |
| Morgan Stanley | Boca Raton | FL | 04/2017 | Present |
*501721 - POA; Investment related: Yes; Apollo Beach, Florida; POA; POA; 05/2022; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-25 |
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