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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-28 |
Branch Locations
Boca Raton, FL • United States
4855 Technology Way Suite 600, Boca Raton, FL 33431 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 11/2010 | 04/2018 |
| Bank Of America, N.A. | Boca Raton | FL | 07/2011 | 04/2018 |
| Janney Montgomery Scott Llc | Boca Raton | FL | 04/2018 | 03/2025 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-29 |
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