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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-26 |
| FL | RA | APPROVED | 2019-07-25 |
Branch Locations
928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • United States
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank Na | Miami | FL | 11/2009 | 06/2019 |
| Morgan Stanley | Fort Lauderdale | FL | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2019 | Present |
*376147 - BeachBody; Investment related No; Santa Monica, CA; BeachBody Coach; Coach (proprietor, partner, officer, director, employee, trustee, agent); Feb 2017; During business hours: 0; After business hours: 0; Excercise coaching *376097 - TZ Group LLC; Investment related Yes; Sheridan, WY; Real Estate; Director (proprietor, partner, officer, director, employee, trustee, agent); May 2018; After business hours: 1 *590962 - House for rent; Investment related Yes; Cooper City, Florida; Real Estate; Home Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 1; After business hours: 0; Home Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-01 |
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