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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-08 |
| FL | RA | APPROVED | 2021-06-07 |
| TX | RA | APPROVED_RES | 2018-09-13 |
| NJ | RA | APPROVED | 2009-08-27 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Coral Gables | FL | 12/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | Present |
1. PRIVATE COMPANY; VIDACARE PLUS LLC; HEALTCHARE SERVICES; AS OF 07/2014; DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 2. THE COMPANY PROVIDES 1 HEALTHCARE SCREENING EXAM (CAROTID INTIMA MEDIAL THICKNESS) TO PATIENTS IN THE SOUTH FLORIDA AREA. 3. RENTAL PROPERTY, OWNER: START DATE: 08/2015; MIAMI, FL; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0 4.Rental Property; Non Investment related; Coral Gables, FL; Direct Home Ownership in Miami; Owner(proprietor, partner, officer, director, employee, trustee, agent); Jan/2019; During business hours: 0; After business hours: 0; personal long term residence not an investment property 5.*457910 - ACRE Holdings LLC; Investment related -Yes; Coral Gables, Florida; Real Estate; Limited Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 1; Administrative *655591- ACWA Marine Intrepid LLC; Investment related: Yes; Coral Gables, Florida; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 1; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-26 |
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