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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED_RES | 2022-09-06 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Naples | FL | 07/2013 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Naples | FL | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | Present |
*686720- EMBS Holdings LLC; Investment related: Yes; Naples, Florida; Rental Property; Manager (proprietor, partner, officer, director, employee, trustee, agent); 03-2026; During business hours: 0; After business hours: 2; Property Management *690106- EMBS Holdings LLC; Investment related: Yes; Naples, Florida; Real Estate, Rental Property; Manager (proprietor, partner, officer, director, employee, trustee, agent); 04-2026; During business hours: 0; After business hours: 2; Administrative, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2005-08-30 |
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