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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-02 |
| NY | RA | APPROVED | 2026-02-25 |
| FL | RA | APPROVED | 2026-02-24 |
| PA | RA | APPROVED | 2026-02-18 |
| NJ | RA | APPROVED | 2026-02-17 |
Branch Locations
Fountain Square 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431 • United States
Sunny Isles, FL • United States
19505 Biscayne Blvd Suite 2350, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Aventura | FL | 12/2014 | 02/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | 02/2026 |
| Alliance Global Partners | Boca Raton | FL | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2015 | Present |
Claridius LLC, Investment Related, Sunny Isles, Florida, Passive Investment Real Estate, LP Owner, 01/2026, 1 hour Per Week , Non-trading Hours, Investments Clexperus LLC Start Date: 2/17/2026 Address: 19505 Biscayne Blvd, Suite 2350, Aventura, FL 33180 Title: Managing Director Hours Per Week: Approximately 50 hours Description: DBA name used for branding and marketing purposes. Used in connection with insurance business. All securities and advisory services are conducted through A.G.P. / Alliance Global Partners. No separate advisory or brokerage activity is conducted outside the firm. ISOUL LLC, not investment-related, HQ in Silicon Valley, CA; women's leadership association, member of the Advisory Board: engage in events, communicate with other members, mentorship and expert support; start date 7/28/26, 4 hours/month, none during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-26 |
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