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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-23 |
| TX | RA | APPROVED_RES | 2019-09-20 |
Branch Locations
350 E Las Olas Blvd 19Th Fl, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Plantation | FL | 11/2009 | 09/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 09/2019 | Present |
POWER OF ATTORNEY FOR FATHER, INV RELATED, FORT LAUDERDALE, FL, START: 12/9/2022, 1 HR/MONTH, 1 HR DURING TRADING. BEQUEST FROM CLIENT; INV RELATED; MIAMI,FL; BENEFICIARY; START DATE: 11/28/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-31 |
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