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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| FL | RA | APPROVED | 2019-05-08 |
Branch Locations
4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jaffe Tilchin Wealth Management | Tampa | FL | 10/2014 | 04/2019 |
| Morgan Stanley | Palm Harbor | FL | 04/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-20 |
| S65 | Uniform Investment Adviser Law Examination | 2016-05-31 |
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