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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-11 |
| TX | RA | APPROVED | 2019-04-10 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Miami | FL | 09/2015 | 04/2019 |
| Aruca Financial Inc | Miami | FL | 01/2016 | 04/2019 |
| Morgan Stanley | Coral Gables | FL | 04/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2019 | Present |
1.Trust; Investment related: Yes; Pinecrest, FL; Trust; Trustee; May 2019; During business hours: 0; After business hours: 0.30; *368406- Trust; Investment related Yes; Denver, Colorado; Trust; Trustee/Co-Trustee; 05/2019; During business hours: 1; After business hours: 1; Estate Administration, Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-03 |
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