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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-30 |
| FL | RA | APPROVED | 2020-05-06 |
Branch Locations
729 South West Federal Highway Suite 300, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Ag, London Branch Office | London | 01/2006 | 10/2017 | |
| Deutsche Bank Securities Inc. | Jacksonville | FL | 10/2017 | 02/2018 |
| Morgan Stanley | Stuart | FL | 02/2020 | Present |
| Not Applicable - Short-Term Retirement To Care For Family | Palm City | FL | 02/2018 | 02/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2020 | Present |
1) *393154 - Southern Marine Clothing; Investment Related - No; Stuart, FL; Retail/Online Stores; Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Apr 2017; During Business Hours: 0; After Business Hours: 0; Sales/Marketing. 3) *393012 - Big Brothers Big Sisters of Martin County; Investment related - No; Stuart, Florida; Non-Profit, Charitable; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 1; After business hours: 9; Business Development/Growth, Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-01 |
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