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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-05-16 |
| TX | RA | APPROVED_RES | 2017-05-16 |
Branch Locations
401 E Las Olas Blvd, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Ft. Lauderdale | FL | 06/2009 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 05/2017 | Present |
| Bank Of America, N.A. | Fort Lauderdale | FL | 07/2017 | Present |
I*673230, Entity Type Entity Charitable, Name of OBA: lauderdale by the sea Address: Lbts, Florida, 33308 Investment Related: N Position, Title, Association: Board Member Employee Start Date: 05/20/2022 No Hours: 8 monthly No Hours during trading: 0 Duties: commissioner position lauderdale by the sea
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-29 |
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