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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED_RES | 2026-01-06 |
Branch Locations
Palm Beach Gardens, FL • United States
3801 Pga Blvd Suite 801, Palm Beach Gardens, FL 33410-2757 • 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 | Jupiter | FL | 06/2009 | 01/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 01/2026 |
| Rbc Capital Markets, Llc | Palm Beach Gardens | FL | 01/2026 | Present |
| City National Bank | Palm Beach Gardens | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-27 |
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