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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-09 |
| TX | RA | APPROVED | 2020-02-28 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • 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 |
|---|---|---|---|---|
| J.P Morgan Securities Inc. | Palm Beach | FL | 08/2010 | 02/2020 |
| J.P. Morgan Chase Bank, N.A. | Palm Beach | FL | 10/2010 | 02/2020 |
| Morgan Stanley Smith Barney Llc | Palm Beach Island | FL | 02/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | Present |
*395281- Rental Properties; Investment related - Yes; Palm Beach Gardens, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2020; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-20 |
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