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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-27 |
| TX | RA | APPROVED | 2023-11-21 |
Branch Locations
1450 Brickell Ave Floors 16, 17 & 18, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 05/2016 | 11/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | 11/2023 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 11/2023 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
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