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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED_RES | 2024-08-19 |
Branch Locations
440 Royal Palm Way Suite 303, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Fort Lauderdale | FL | 09/2009 | 08/2024 |
| Jpmorgan Chase Bank, N.A. | Fort Lauderdale | FL | 02/2010 | 08/2024 |
| Morgan Stanley Smith Barney Llc | Palm Beach | FL | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
*607805 - PMR Ventures, LLC; Investment Related - No; Delray Beach, Florida; Investment/Finance/Banking; Managing Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2021; During Business Hours: 0; After Business Hours: 4; Check Signing/Funds Disbursements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-03 |
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