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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Miami | FL | 04/2016 | 10/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 10/2023 |
| Truist Investment Services, Inc | Coral Gables | FL | 10/2023 | Present |
| Truist Advisor Services, Inc | Coral Gables | FL | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-14 |
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