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Jorge Unda Rodriguez

Morgan Stanley

Aventura, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-29
TX RA APPROVED 2022-11-28
  • FL RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED
    Since 2022-11-28

Branch Locations

20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbva Securities Inc. Houston TX 05/2021 10/2021
Bbva Usa Birmingham AL 01/2020 10/2021
Bbva Mexico Mexico 02/1990 01/2020
Morgan Stanley Aventura FL 10/2022 Present
Unemployed Aventura FL 11/2021 09/2022
Morgan Stanley Private Bank, N.A New York NY 11/2022 Present
  • 05/2021 → 10/2021
    Bbva Securities Inc.
    Houston, TX
  • 01/2020 → 10/2021
    Bbva Usa
    Birmingham, AL
  • 02/1990 → 01/2020
    Bbva Mexico
    Mexico
  • 10/2022 → Present
    Morgan Stanley
    Aventura, FL
  • 11/2021 → 09/2022
    Unemployed
    Aventura, FL
  • 11/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
  • S66 Uniform Combined State Law Examination
    2022-11-28
Other Names
  • Jorge Unda Rodriguez
  • Jorge Unda Rodriguez
  • Jorge Undarodriguez

View on SEC IAPD

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Other Offices

UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
KAILIX ADVISORS LLC · AVENTURA, FL
1818 PRIVATE CLIENT GROUP, LLC · AVENTURA, FL

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