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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| FL | RA | APPROVED | 2022-01-18 |
Branch Locations
20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Aventura | FL | 02/2013 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Aventura | FL | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2022 | Present |
The Victory Center; 18900 NE 25th Avenue Miami, FL 33180; Other - Education; School; Member of Board of Directors; I sit on board - help fund raise, work on strategy for school, my son is a student; Start Date 01/01/2016; this is a non profit school that supports children with ..; *584718- One House Inc; Investment related: Yes; Surfside, Florida; Other; Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 10; Business Development/Growth, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-16 |
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