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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-06 |
| TX | RA | APPROVED_RES | 2023-03-06 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
Boynton Beach, FL • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 05/2005 | 03/2023 |
| Morgan Stanley Smith Barney Llc | Aventura | FL | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-26 |
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