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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-02 |
| FL | RA | APPROVED | 2025-11-17 |
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 |
|---|---|---|---|---|
| Citi | New York | NY | 10/2015 | 03/2017 |
| Citibank, N.A. | Miami | FL | 03/2017 | 10/2020 |
| Citi International Financial Services, Llc | Miami | FL | 03/2017 | 10/2020 |
| Ubs Financial Services Inc. | Nashville | TN | 03/2021 | 08/2021 |
| Beta Capital Securities Llc | Miami | FL | 12/2020 | 02/2021 |
| Bradesco Bank | Coral Gables | FL | 09/2021 | 05/2025 |
| Bradesco Investments Inc. | Coral Gables | FL | 10/2021 | 05/2025 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-24 |
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