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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-05-07 |
| FL | RA | APPROVED | 2025-02-17 |
| TX | RA | APPROVED_RES | 2025-02-14 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • 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 |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | St. Louis | MO | 12/2015 | 02/2025 |
| Morgan Stanley Smith Barney Llc | Coral Gables | FL | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2025 | Present |
University of Miami / Coral Gables, FL / Non-Investment related / University - Presidents Council / Semi-Annual meetings / Start 14-March-2013; 6 hours devoted per year / 0 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-11 |
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