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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-06 |
| TX | RA | APPROVED_RES | 2023-10-30 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Delray Beach | FL | 06/2012 | 10/2023 |
| Bank Of America, N.A. | Delray Beach | FL | 05/2013 | 10/2023 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
*575727- Sababa At LLC; Investment related: Yes; Pakland, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 0; Administrative, Ownership *575475- Inteletravel; Investment related: No; Delray Beach, Florida; Travel Agency; contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 1; Customer Service (3) Rental Property 1 / Non-Investment Related / Address of business: RP, RP, RP / Co-owner with other family members / Start 05-May-2023 / 2 hours devoted yearly / 0 during trading hours. *575499 - Rental Property ; Investment related - Yes ; Mexico ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2024 ; During business hours : 0 ; After business hours : 1 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-16 |
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