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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xp Securities, Llc | Miami | FL | 02/2015 | 06/2025 |
| Xp Advisors, Inc. | Miami | FL | 04/2017 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
*652937- Cavic Properties LLC; Investment related: Yes; Miami, Florida; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 2; Property Management *652940- Vicar Properties LLC; Investment related: Yes; Miami, Florida; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-11 |
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