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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-30 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2017 |
| Morgan Stanley | Miami | FL | 05/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | Present |
1. Rental property; Investment related: Yes; Miami, FL; Rental property; Landlord - owner(proprietor, partner, officer, director, employee, trustee, agent); Jul 2015; During business hours: 0; After business hours: 0; Landlord - owner of Rental property, Owners my wife(Victoria Kenny & Patricio Gerscovich) 2. Industry of all Nations LLC; Investment related; LOS ANGELES, CA; Clothing company retail & ecommerce; Sole Proprietor / Owner / Partner; Jan/2010; During business hours: 0; After business hours: 1; Owns 33.33% of the Partnership 3. *342241- New Joshua LLC; Investment related-Yes; Los Angeles , California; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2018; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-14 |
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