Best Investors Account Sign in
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-12-06
FL RA APPROVED 2016-07-15
  • TX RA
    APPROVED_RES
    Since 2023-12-06
  • FL RA
    APPROVED
    Since 2016-07-15

Branch Locations

220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • 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
Morgan Stanley Coral Gables FL 07/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 07/2016 Present
  • 07/2016 → Present
    Coral Gables, FL
  • 07/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
  • 2005-11-16 → 2016-04-19
    Truist Investment Services, Inc.
    Key Biscayne, FL
    Miami, FL
    Coral Gables, FL
Other Businesses

RENTAL PROPERTY,OWNER;INVESTMENT RELATED;START DATE:1/2008,DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-0;MIAMI FL 2) IKA FINANICAL LLC (NON INVESTMENT RELATED) MIAMI, FL PROPERTY AND CASUALTY INSURANCE AGENCY. CO-OWNER WITH HUSBAND 1/1/2012. ROLE IS LIMINTED TO SHAREHOLDER, NO COMPENSATION WILL BE RECIEVED. 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/0-HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-14
  • S66 Uniform Combined State Law Examination
    2005-11-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Coral Gables, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor