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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-07 |
| FL | RA | APPROVED | 2020-03-23 |
Branch Locations
729 South West Federal Highway Suite 300, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | New York | NY | 11/2013 | 03/2020 |
| Bank Of America, N.A. | New York | NY | 06/2014 | 03/2020 |
| Morgan Stanley Smith Barney Llc | Stuart | FL | 03/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2020 | Present |
*633887- Joe Bosco; Investment related: No; Palm City, Florida; Watchmaking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-20 |
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