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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2016-09-06 |
| TX | RA | APPROVED | 2016-09-06 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 08/2012 | 09/2016 |
| Bank Of America, N.A. | New York | NY | 08/2012 | 09/2016 |
| Morgan Stanley | Coral Gables | FL | 09/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | Present |
*383766- Kota Alliance; Investment related-No; New York, New York; Individual Rights and Liberties; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2019; During business hours: 0; After business hours: 6; Fundraising, Business Development/Growth *701563 - GP Advisory & Co LLC; Investment related: No; Miami, Florida; Consulting; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-11 |
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