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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-19 |
| TX | RA | APPROVED | 2025-06-18 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura | FL | 05/2013 | 06/2025 |
| Bank Of America N.A. | Aventura | FL | 09/2014 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Plantation | FL | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-15 |
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