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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-15 |
| FL | RA | APPROVED | 2021-03-19 |
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 |
|---|---|---|---|---|
| Db Trust Company, N.A. | Miami | FL | 05/2015 | 12/2020 |
| Deutsche Bank Securities Inc. | Miami | FL | 09/2015 | 12/2020 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 12/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2021 | Present |
*422351 - Phillip and Patricia Frost Museum of Science; Investment related - No; Miami, Florida; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2019; During business hours: 0; After business hours: 1; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-08 |
| S66 | Uniform Combined State Law Examination | 2007-11-17 |
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