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830 Azalea Lane, Vero Beach, FL 32963 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
Branch Locations
3825 Pga Blvd Suite 1005, Palm Beach Gardens, FL 33410 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Palm Beach | FL | 06/2009 | 08/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2025 |
| Spirepoint Private Client, Llc | Vero Beach | FL | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. INSURANCE AGENT; INVESTMENT RELATED; PALM BEACH GARDENS, FL; INSURANCE AGENT; 8/2023; TIME DEVOTED, INCLUDING DURING TRADING HOURS; DEPENDENT ON CLIENT NEEDS; SERVICING CLIENT ON INSURANCE POLICIES. 2. PORSHE CLUB OF AMERICA-GULFSTREAM REGION; NOT INVESTMENT RELATED; PALM BEACH GARDENS, FL; CAR CLUB; 09/2025; TIME DEVOTED, INCLUDING DURING TRADING HOURS, 3 HRS/MO; REQUEST AND OBTAIN CERTIFICATES OF INSURANCE FOR CLUB EVENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-23 |
| S66 | Uniform Combined State Law Examination | 2000-05-18 |
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