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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2025-10-20 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 03/2015 | 10/2025 |
| Bank Of America, N.A. | Palm Beach | FL | 04/2015 | 10/2025 |
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
(1) *667033- Rehabilitation Center for Children and Adults; Investment related: No; Palm Beach, Florida; Health and Welfare; Board Member, Audit Committee and Membership Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2017; During business hours: 0; After business hours: 4; Administrative (2) Maddesigners / Not Investment Related / West Palm Beach, FL / S-Corp / Other, Husband / Start 07-January-2002 / 4 hours devoted yearly / 0 during trading / Duties: none, its my wife's business. (3) *666434- Red Sneakers for Oakley; Investment related: No; Palm Beach, Florida; Health and Welfare; Founder; Board Member; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11-2016; During business hours: 0; After business hours: 10; Administrative; Business Development/Growth; Marketing; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-07 |
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