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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-19 |
| FL | RA | APPROVED | 2019-02-18 |
Branch Locations
1675 N Military Trail Ste 500, Boca Raton, FL 33486 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boca Raton | FL | 10/2011 | 02/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2019 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 02/2019 | Present |
DEBLASIO FAMILY LLLP, NOT INV RELATED, BOYNTON BEACH, FL, 100% OWNERSHIP WITH SPOUSE, START 1/6/2009, ZERO HOURS PER MONTH, ZERO DURING TRADING, DAUGHTERS EDUCATION. MY LADY LAUNDRY 2 INC., NOT INV RELATED, NORTH LAURDERDALE, FL, 100% OWNERSHIP WITH SPOUSE, START 9/1/2019, 10 HOURS PER MONTH, ZERO DURING TRADING, OWN AND OPERATE A LAUNDROMAT. ANGELS REIT, LLC, INVT RELATED, LAUDERHILL, FL, 100% OWNERSHIP WITH SPOUSE, START DATE 4/16/2020, 20 HRS PER MONTH, 0 HRS DURING TRADING, FINDING TENANTS AND DOING BOOKS. POWER OF ATTORNEY FOR GRANDMOTHER, INVT RELATED, DEER FIELD BEACH, FL, START DATE 6/10/2024, 0 HRS PER MONTH, 5 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-31 |
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