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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-09 |
| FL | RA | APPROVED | 2021-10-11 |
| TX | RA | APPROVED_RES | 2021-10-08 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • 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 | 02/1994 | 10/2021 |
| Bank Of America, N.A. | Boca Raton | FL | 04/2011 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
ANGEL FISH CAY24B LLC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: BOCA RATON, FLORIDA 33486 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 42338 NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: CONDO RENTAL @ OCEAN REEF CLUB
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-26 |
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