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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-09 |
| TX | RA | APPROVED | 2019-09-06 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Fort Lauderdale | FL | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Lauderdale | FL | 11/2016 | 09/2019 |
| Morgan Stanley | Aventura | FL | 09/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2019 | Present |
1. *380883 - Rental Property; Investment related Yes; Aventura, FL; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2017; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-14 |
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