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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-08 |
| FL | RA | APPROVED | 2019-02-05 |
Branch Locations
2825 N. University Drive Suite 400, Coral Springs, FL 33065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Coral Springs | FL | 11/2018 | Present |
| Acupuncture Wellness Center Of Florida | Coral Springs | FL | 08/2011 | 10/2018 |
| Self Employed | Jacksonville | FL | 01/2002 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | Present |
1.Rental properties; Investment related: Yes; Atlantic Beach, FL; rental properties; owner; Dec 2001; During business hours: 1; After business hours: 1; 2. Trust; Investment related: Yes; Trust; trustee; Feb 2015; During business hours: 0; After business hours: 1; *358240- Real Estate; Investment related: Yes; Margate, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2001; During business hours: 1; After business hours: 3; Approving expenses over $200, occasional coordination of repairs/remodeling, reviewing financial statements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
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