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20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-23 |
| FL | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED_RES | 2024-04-16 |
Branch Locations
20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Aventura | FL | 01/2015 | 04/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 04/2024 |
| Activest Wealth Management, Llc | Aventura | FL | 04/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2015 | Present |
1. Haia Holdings LLC; investment-related; 3370 Hidden Bay Drive, Unit 709, Aventura, FL 33180; Holding Company for Real Estate; Manager since 2008; 0 hours devoted to this business. 2. ESB26 LLC; Investment related Yes; FL; 3409 Hollywood Oaks, Drive, Hollywood, FL 33312; Holding Company for passive Real Estate Investments; Manager since; November 2018; 0 hours devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-19 |
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