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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED_RES | 2024-09-30 |
| CA | RA | APPROVED | 2024-09-26 |
Branch Locations
Sunny Isles Beach, FL • United States
19950 W Country Club Dr 9Th Fl, Aventura, FL 33180 • United States
600 W Broadway Ste 1450 One America Plaza, San Diego, CA 92101 • 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 | San Diego | CA | 02/2013 | 09/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2024 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-01 |
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