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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-27 |
| TX | RA | APPROVED | 2021-04-26 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efg Capital International Corp. | Miami | FL | 11/2008 | 11/2016 |
| Efg Capital Asset Management Llc | Miami | FL | 11/2008 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 04/2021 |
| Morgan Stanley Smith Barney Llc | Coral Gable | FL | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
*570791 - Rental of townhome in Doral ; Investment related - Yes ; Doral,Florida ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 0 ; landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-07 |
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