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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-07-09 |
| TX | RA | APPROVED_RES | 2020-06-12 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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. | Palm Beach | FL | 05/2008 | 06/2020 |
| Morgan Stanley Smith Barney Llc | West Palm Beach | FL | 06/2020 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2020 | Present |
(1) 570844 - Temple Beth Torah; Not Investment Related; Wellington, FL; Religious; Finance Committee; Start October 2023; During business hours: 0; After business hours: 1; Other. (2) 636792 - Sarcoma Foundation of America (SFA); Not Investment Related; Damascus, MD; Sarcoma (Cancer) Research/Patient Support; Board Member; Finance Committee; Start May 2025; During business hours: 0; After business hours: 2; Advisor to the CEO of the SFA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
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