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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-11 |
| TX | RA | APPROVED | 2021-10-08 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 07/2007 | 10/2021 |
| Bank Of America, N.A. | Boca Raton | FL | 08/2009 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2021 | Present |
*508397- Rental Property; Investment related-Yes; Cleveland Hts, Ohio; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 1; Rental Property *498986 - Lake Dr LLC; Investment related: Yes; Greensboro, North Carolina; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 2; Rental Property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-21 |
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