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David Jimenez

Morgan Stanley

West Palm Beach, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2009-06-01
TX RA APPROVED_RES 2009-06-01
  • FL RA
    APPROVED
    Since 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2009-06-01

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc West Palm Beach FL 06/2009 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney Llc
    West Palm Beach, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2008-05-29 → 2009-06-01
    Morgan Stanley & Co. Llc
    Palm Beach, FL
  • 2000-07-27 → 2008-06-12
    Citigroup Global Markets Inc.
    Boca Raton, FL
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-02
S63 Uniform Securities Agent State Law Examination 2000-08-25
  • S65 Uniform Investment Adviser Law Examination
    2000-10-02
  • S63 Uniform Securities Agent State Law Examination
    2000-08-25

View on SEC IAPD

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NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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