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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-21 |
| IL | RA | APPROVED | 2022-09-30 |
| TX | RA | APPROVED_RES | 2022-09-30 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
Fort Myers, 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Northbrook | IL | 01/2012 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Deerfield | IL | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-14 |
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