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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 | 2025-10-17 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 | 03/2015 | 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 |
*665646 - Raymond F. Kravis Center for the Performing Arts; Investment Related - No; West Palm Beach, Florida; Art/Culture, Civic/Community; Young Professionals Committee - we set up networking events for young professionals in the Palm Beach area who have an interest in the Arts (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2023; During Business Hours: 0; After Business Hours: 2; Administrative (2) C&L Real Estate Holdings, LLC / Highlands, NC / Not Investment Related / General Partner / Managing Member / Owner / Start 31-October-2025 / 1 hour devoted monthly / 0 during trading / LLC to hold our own rental real estate. / Managers / Beneficial Owners of LLC will be my wife and myself as joint tenants by the entirety. / Manager of LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-17 |
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