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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-23 |
| TX | RA | APPROVED | 2024-07-22 |
Branch Locations
440 Royal Palm Way Suite 303, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P.MOrgan Securities Llc | New York | NY | 07/2014 | 07/2024 |
| Jpmorgan Chase Bank. N.A. | New York | NY | 07/2014 | 07/2024 |
| Morgan Stanley Smith Barney Llc | Palm Beach, Fl | FL | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-23 |
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