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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-06 |
| FL | RA | APPROVED | 2022-10-27 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
1 disclosure category 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 | Coral Gables | FL | 04/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.TWO RENTAL PROPERTIES, INV RELATED, MIAMI, FL, 50% OWNER, START: 9/2013, 0 HOURS, NO DUTIES. RENTAL PROPERTY, INV RELATED, MIAMI, FL, 50% OWNER, START: 10/2013, 0 HOURS, NO DUTIES. LANDLORD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-24 |
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