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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-19 |
| TX | RA | APPROVED | 2017-07-19 |
Branch Locations
801 Brickell Avenue Suite 2100, Miami, FL 33131 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Boston | MA | 03/2008 | 07/2017 |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2017 |
| Rbc Capital Markets, Llc | Miami | FL | 07/2017 | Present |
| City National Bank | Miami | FL | 08/2017 | Present |
NAME OF ENTITY: Coral Reef Yacht Club ADDRESS: 2484 S Bayshore Dr, Miami, FL 33133 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: 02.04.25 CAPACITY: Committee/Council Member DUTIES: I am a member at CRYC, I have been asked to join the audit committee of the club which would entail a few meetings during the year to discuss the finances of the club and review information from the clubs independent auditors HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-17 |
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