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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-05 |
| FL | RA | APPROVED | 2026-05-11 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W.E. Family Offices Llc | Coral Gables | FL | 01/2025 | 04/2026 |
| Boston University | Boston | MA | 08/2020 | 12/2024 |
| Carol Morgan School | Santo Domingo | 01/2006 | 08/2020 | |
| Morgan Stanley | Miami | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
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