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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-17 |
| FL | RA | APPROVED | 2020-03-10 |
| TX | RA | APPROVED_RES | 2020-03-09 |
Branch Locations
8950 Sw 74 Court Suite 2005, Miami, FL 33156 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Coral Gables | FL | 01/2011 | 02/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2020 |
| Janney Montgomery Scott Llc | Miami | FL | 02/2020 | Present |
1) Self; Real Estate Rental Property, Sanford, FL; Not investment related; Title: Owner; Duties: Collect rent; Devotes 1-hour/month; compensated. 2) Rental Property; previously owned - turned into a rental; 3135 SW 82nd Ave. Miami, FL 33155; Start date: 7/07/2020; compensated by monthly rent checks; 1-hour per month; not investment-related. 3) The Cushman School, Miami, FL; Nature: Private High School; Position/Duties: I will teach a course on financial responsibility to high school juniors; Devotes 10 hours per month; not compensated. 4) Rental Property; 79 Bryant Road, Swannanoa, NC 28778; start date; 11/23/2021; 1-hour per month; I plan to rent it on AirBnB or VRBO. I will employ a property manager to deal with the day to day duties of renting the property. 5. Lumimax LLC, Miami, FL; rental properties and investment real estate. Owner/Manager (09/2025). Investment related, not compensated, 1 hour/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-10-15 |
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