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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-01 |
| TX | RA | APPROVED | 2021-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Miami | FL | 06/2003 | 11/2016 |
| Deutsche Bank Private Banking | Miami | FL | 06/2003 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
1. RENTAL PROPERTY; INVESTMENT RELATED; MIAMI BEACH, FL; 100% OWNERSHIP WITH SPOUSE; START DATE 08/14/2017; NO TIME DEVOTED. 2. RENTAL PROPERTY; INVESTMENT RELATED; KEY BISCAYNE, FL; 100% OWNERSHIP WITH SPOUSE; START DATE 08/25/2017; NO TIME DEVOTED. 3. Rental property, Investment related: Buga, Colombia; 20% ownership with brothers and sisters. No time devoted. 4. *454266-Colombian American Chamber of Commerce - Miami; Investment related -No; Weston, Florida; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 1; After business hours: 9; Business Development/Growth, Marketing 5. *454267-Real Estate; Investment related -Yes; Key Biscayne, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2010; During business hours: 0; After business hours: 1; 6. *454422- Real Estate; Investment related -Yes; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2014; During business hours: 0; After business hours: 0; 7. *456286- Trust; Investment related Yes; Coral Gables, Florida; Trust; Trustee/Co-Trustee; 06/2017; During business hours: 0; After business hours: 0; *517795- Strenght and Faith Foundation, Inc; Investment related: No; Aventura, Florida; Health and Welfare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 4; Business Development/Growth, Marketing, Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-09 |
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