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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
1675 N Military Trail Ste 500, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 09/2015 | 09/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2023 | 09/2025 |
| Wells Fargo Clearing Services, Llc. | Boca Raton | FL | 09/2025 | Present |
RENTAL PROPERTY; INV RELATED; DEERFIELD BEACH,FL; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 7/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; TBD, LLC FOR RENTAL PROPERTIES; INV RELATED;DEERFIELD BEACH,FL; HOLDING RENTAL PROPERTY;100% OWNERSHIP; START DATE: 7/01/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
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