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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-23 |
| TX | RA | APPROVED | 2024-07-22 |
Branch Locations
440 Royal Palm Way Suite 303, Palm Beach, FL 33480 • United States
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach | FL | 07/2010 | 07/2024 |
| J.P. Morgan Chase Bank, Na | Palm Beach | FL | 11/2016 | 07/2024 |
| Morgan Stanley Smith Barney Llc | Palm Beach | FL | 07/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-16 |
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